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Unusual Whales Pod Ep. 35: First FOMC of 2024, Treasury Balance Sheets, Rate Cuts, and Macroeconomic Outlook
Unusual Whales
Impact of De-globalization and Protectionism on Global Conflicts and Fiscal Policy
The speakers discuss the correlation between protectionist rhetoric and increased global conflicts, emphasizing their impact on inflationary pressures. They also explore the relationship between stocks, bonds, and the economy, predicting that stocks will outperform bonds as long as the economy remains stable.
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