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Meshing The Macro & The Micro with Peter Boockvar

RiskReversal Pod

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Economic Indicators and Federal Reserve Decisions

This chapter examines the recent jobs report and its significant revisions, questioning the accountability in government reporting and the Federal Reserve's reliance on outdated data. It also discusses the contrasting views on economic strength and the complexities of current economic data, particularly in light of tariffs and their impact on businesses. Additionally, the chapter reflects on the unexpected resignation of a Fed governor and its implications for leadership within the Federal Reserve.

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