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14min chapter
The Fed Wants To Ease, Will The Everything Rally Continue? | Warren Pies
On The Margin
Oil Market Analysis and Fed's Influence on Bonds
Discussion on the impact of oil on asset classes like inflation expectations, bond yields, and the stock market, along with the speaker's prediction for oil prices and its influence on commodities. Additionally, explores the recent actions of the Fed in relation to the bond market, OPEC's dilemma on market share and oil prices, and the forecast for inflation considering factors like housing and energy prices.
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