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The Most Important Thing In Macro: How Investors Can Dominate in Q4 w/ Caleb Franzen

Milk Road Macro

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Navigating CPI Insights and Monetary Policy

This chapter focuses on the upcoming Consumer Price Index (CPI) data release, highlighting the relevance of excluding the shelter component from calculations. It analyzes the relationship between inflation metrics and Federal Reserve actions, alongside market reactions to economic indicators and Bitcoin's connection to global liquidity. The discussion explores the implications of anticipated interest rate cuts, emphasizing how evolving monetary policy shapes the financial landscape.

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