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19min chapter
Macro Mondays #64 - Was the H1 Rebound a fake?
Macro Mondays
Market Rebounds and Economic Indicators
This chapter explores the hosts' insights on perceived market recovery trends amidst U.S. holidays and discusses the concept of a 'fake' recovery, questioning the reliability of inflation statistics. They analyze the impact of external factors like tariffs and geopolitical relations on economic momentum, particularly focusing on China’s inventory adjustments and air pollution as indicators. The chapter also emphasizes the challenges of investing in a low growth environment while navigating the complexities of economic indicators and liquidity trends.
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highlights
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