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I Feel The Market Move Under My Feet with Gabriela Santos of J.P. Morgan
RiskReversal Pod
The Mixed Messages in the Job Market
The debt ceiling issue was resolved in a way that actually was very bullish. There is no cap on the debt ceiling until January 1st, 2025. We just gave a blank check to the government for better for worse. The number one driver in this market right now is Fed Fund futures. That's it. I could find as many bullish data points, maybe as bearish data points, but valuation be damned.
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