The Stock Market & Crypto Are Turning | Weekly Roundup
Supply Shock
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Potential Impact of Political Outcomes on the Economy and Markets
The chapter delves into the potential effects of the upcoming election on the economy, credit cycle, and various sectors like tech, industrials, and banks. It discusses trends in inflation, manufacturing, rates, and the stock market, considering observations from previous years and recent events. The episode also examines the dynamics between equities and fixed income, focusing on systematic investors' positioning, volatility, and implications for the market, especially in relation to election uncertainty.
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