Intro

In this episode, we discuss recent market trends and economic data. We dig into the upcoming flood of macroeconomic data and the implications of the Fed's upcoming actions. The discussion covers investor sentiment, the softening labor market, falling interest rates, and their influence on the markets, especially in housing and smaller companies. The episode discusses the importance of expectations in interpreting macro data and the broader economic context. Tune in for a comprehensive overview of what's driving the markets and what to watch for in the coming weeks.

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