Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges
Macro Hive Conversations With Bilal Hafeez
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Resilience of the US Economy Amidst Recession Fears
This chapter examines the resilience of the US economy in the face of recession fears, emphasizing the strength of private sector balance sheets. It highlights optimism driven by post-election demand, immigration, and technological investments, despite signs of weakness in the labor market and housing sector.
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