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This Is the Macro Picture Going Into 2021

Odd Lots

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Navigating Economic Shifts post-Pandemic

This chapter examines the Federal Reserve's changing interest rate policy and its implications for market dynamics as the economy emerges from the COVID-19 pandemic. It discusses the potential for new market leaders to arise, the impact of upcoming elections on fiscal policy, and the evolving role of the Fed in the global economy. The conversation highlights investment dynamics, the strength of the dollar, and the complexities of managing inflation expectations amidst recovery strategies.

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