You Can’t Model Inflation (guest: Warren Pies)
The Market Huddle
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Market Movements and Geopolitical Impact
This chapter explores the recent volatility in crude oil prices caused by geopolitical tensions that triggered unexpected market dynamics. It highlights the influence of positioning and liquidity over fundamentals, suggesting a potential short squeeze and further price increases. Additionally, the discussion encompasses the unpredictable nature of global markets, particularly focusing on the fluctuations within the Chinese economy and the implications for investment strategies.
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