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11min chapter
There's Still No Recession, Can Stocks Continue To Grind Higher? | David Cervantes
On The Margin
Analyzing Bond Market and Equities Performance
The chapter explores a simplistic approach to trading and analyzing the bond market, focusing on understanding inflation and growth as primary drivers. It also discusses the current state of equities, highlighting factors like nominal GDP growth, earnings, and inflation, while emphasizing the importance of considering nuanced relationships between interest rates and equities for future investments.
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