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Rate Cuts Are Coming | Weekly Roundup

Supply Shock

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Federal Reserve Rate Cut Speculation and Economic Analysis

The chapter delves into the likelihood of a Fed rate cut, with analysis suggesting a probable cut in September rather than July. Economic factors such as inflation volatility, bond yields, and FX dynamics are discussed, along with potential market repercussions of a Republican sweep. The conversation expands to include insights on market trends, company performances, and societal disparities while also touching on the impact of COVID-19 on outdoor activities and the rising popularity of pickleball.

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