Julian Brigden joins Jim Bianco to chat through markets and provide exciting details about their upcoming Global Macro Summit
Talking Data
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The Macro Trifecta
Sally Kohn: I think you and I have a structurally different view when it comes to that. You know, we wrote a three part series at the beginning of the year where we called it the economic kind of the macro trifecta. We saw an inventory overhang in manufacturing,. Everyone had sort of over ordered, we won't go from sort of inventory famage or inventory feast to inventory hangover. The consumer's ability to keep buying those same units is grossly reduced. So that would that would weigh on the manufacturing side. And then there's also the credit side with even before SBB was materially tightening. But beneath the surface, the equity market has responded under
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