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Understanding the Macro Landscape and Market Narratives with Raoul Pal, Julian Brigden, and Roger Hirst
Real Vision: Finance & Investing
Analyzing complexities in the market and the potential actions of the Fed
The speakers explore the challenges posed by the large amount of issuance in the market and the effects of rising interest rates. They delve into the Fed's strategies, such as funding and reverse repo, and discuss their speculations on inflation, unemployment, recession, and the informational value of bond and equity markets.
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