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Discussion on Record Highs, Gold Trading, Fed Rate Cuts, and Market Advice
Analysis of record highs across sectors, with a focus on gold trading at all-time highs and the impact of de-globalization, de-dollarization, and geopolitical tensions on market trends. Discussion on market expectations of Fed rate cuts, data trends analysis, labor data impact, and advice for clients emphasizing caution in risk assets and preference for private credit.