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Joseph Wang & Mark Yusko: Week In Review: SBF, Powell, and Jobs | Weekly Roundup

Supply Shock

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Is Good News Good News or Bad News?

It's funny that you bring up the idea of good news. I basically for as long as I've been paying attention to markets, that's been the case. We're talking about a really 13 year phenomenon with this bringing back of QE. The fact that ISM is telling us recession is either here or going to get really bad. South Korean export numbers are a perfect indicator of future economic activity.

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