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Crypto Volatility, China Rallies... Is the U.S. Next?

Macro Mondays

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Market Reactions and the Case for U.S. Assets

This chapter explores the consequences of Powell's dovish speech at Jackson Hole and its effects on market sentiment. It highlights the miscalculation by fund managers about the rebound of U.S. assets and advocates for investors to consider U.S. assets amidst rising skepticism towards institutional credibility.

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