The Right Tail Risk in the Equity Market

From a technical recession in July-2022 to a widespread acceleration in July-2023. The US economy is not done performing and the interest rate sensitivity seems much smaller than usual.

What has changed in the US economy and is the soft landing an actual feasible scenario?

We host Darius Dale of 42 Macro for a discussion on the strenght of the US economy and how to trade it.

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