RenMac Off-Script: Inflation Affirmation
RenMac
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Current State of the Economy, Real Yields, and Diplomatic Talks
This chapter examines the current state of the economy, focusing on real growth and inflation. It explores how these factors are influencing the markets, with a discussion on real yields, equity markets, bond market conditions, and the seasonal strength of the market. The chapter also briefly mentions the diplomatic talks between Taiwan and the US.
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