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15min chapter
The Thrill is Gone and a Conversation with Ed Yardeni
On The Tape
Concerns about the Current Market and Rising Yields
The speakers express concerns about the current market, referencing B.B. King and Robert Johnson as metaphors for the fading excitement. They discuss the rise in yields, particularly in the US, UK, Germany, and Japan, and express unease about the reasons behind it. They also mention the impact of rising oil prices and the possibility of a rate cut in June.
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