Macro Mondays #65 - Is this sell-off even worse?
Macro Mondays
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Market Volatility and Economic Dynamics
This chapter focuses on the recent volatility of macro and global markets, analyzing significant sell-offs and mild rebounds. The speakers explore investment strategies concerning commodities and mining stocks, while discussing the implications of liquidity withdrawal and tax seasonality. Additionally, they delve into international trade dynamics, tariffs, and their potential effects on the US-China economic landscape.
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