Econ Data, Metals Melt & Disney Earnings
MRKT Matrix
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The Bulls Are Soft Landing Bulls
The bulls used to be real bulls. Now the bulls are soft landing bulls, right? So they've kind of come off of their platform as it was. My base case is a pretty classic recession. It's not a mild one, but it's also not a severe one. That would look something like GDP contracts single digits and unemployment gets somewhere to like 6%.
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