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Michael Kao on November Fed Meeting, Treasury Refunding, & Bond Market Bear Steepening

Supply Shock

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The Impact of Powell's Press Conference and the Four Horsemen of Economic Resilience

The chapter analyzes the market's reaction to Powell's press conference and discusses the four horsemen of economic resilience. It also explores the potential consequences of the dollar as a wrecking ball and questions the sustainability of the risk-on rally.

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