Joseph Wang & George Goncalves on Rates, Tariffs, Fed’s Balance Sheet, and Yen Carry Trade
Monetary Matters with Jack Farley
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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