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Fed Preps For Rate Cut Shift | MRKT Call

RiskReversal Pod

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Doubts about Math and Projections, Margin Expansion Feasibility, and Fact Set Sponsorship

This chapter delves into the analysis of the math behind GDP projections and why it may not align with reality. They discuss the potential headwinds for earnings in an inflationary environment with slowing growth and question the feasibility of margin expansion in the future.

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