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Early Signs of Weakness

The Macro Trading Floor

CHAPTER

Central Banks, Interest Rates, and Market Vulnerabilities

The chapter delves into recent actions of central banks, analyzing vulnerabilities in the private sector to high interest rates and comparing various central banks. It emphasizes trading against consensus, critiques excessive Fed communication, and discusses the impact of interest rate resets on markets like Australia, Sweden, the UK, and Canada. The conversation also explores the high private sector debt in the Netherlands and the potential effects on wealth accumulation and consumption.

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