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Darius Dale and Michael Gayed: Uncovering the Secrets of Global Liquidity & US Business Cycles

Lead-Lag Live

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The Disconnect Between Housing and Consumer Sentiment

We're in this kind of weird environment where there's a lot of disconnects. If housing is strong, you'd expect consumer sentiment to be strong. But it's still breaking down. Retailers against the S&P 500, a new relative low. We are impressively banked by non-bank market participants.

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