Joseph Wang & George Goncalves on Rates, Tariffs, Fed’s Balance Sheet, and Yen Carry Trade
Monetary Matters with Jack Farley
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Market Sentiment and Future Projections in Stocks and Bonds
This chapter explores the stock market's cautious optimism after an election, analyzing potential exuberance and the risk of a 'blow off top.' The discussion also covers bond market dynamics and varying predictions for interest rates amidst trade policy uncertainties.
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