Violently Rangebound (guest: Efficient Market Hype)
The Market Huddle
Economic Syncopation Disrupted: Pandemic and Shutdown Impact
This chapter discusses how the concept of economic syncopation was disrupted by the pandemic and shutdowns. It explores the impact of the sudden halt in the economy, the plummeting of PMI and industrial production, and the emotional aspect of market sentiment. The speakers also talk about the effects of the Delta variant, supply chain issues, and the Fed's tightening on the economy.
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