Jobs Report Preview & Ray Dalio's Debt Crisis Warning
RiskReversal Pod
Economic Risks and Market Dynamics
This chapter explores potential economic risks, focusing on the concept of an 'air pocket' affecting payroll and bond yields, while re-evaluating the relationship between declining yields and stock performance. It also addresses challenges in the semiconductor and consumer sectors amidst rising inflation and geopolitical tensions, highlighting upcoming retail earnings and jobs report expectations.
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