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6min chapter
#224 George Goncalves: The 2025 'Balancing Act' — Different Starting Points From Trump 1.0, Take Medicine Early or Keep Spending & What Could Break Markets
The Julia La Roche Show
Navigating the Bond Market Landscape
This chapter examines the current bond market dynamics, particularly the implications of interest rates and the critical 10-year treasury threshold of 4.75%. The discussion highlights the interactions between fiscal policies, market perceptions, and their potential impact on various asset classes, including housing and corporate equity.
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