MacroVoices #487 Larry McDonald: The Great Migration To Hard Assets
Macro Voices
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Market Dynamics and Emerging Opportunities
This chapter delves into the current state of equity markets, focusing on sector rotations and potential market movements post-July 1st. It discusses the implications of a bearish sentiment around the U.S. dollar, the resurgence of oil prices, and an analysis of recent market corrections. The conversation also covers investor psychology and forecasts related to Treasury yields, indicating a cautious but optimistic outlook on energy and silver markets.
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