7min chapter

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S*** Just Got Real, Earnings Estimates Fall With Nick Colas, Trump’s Argentina Playbook

The Compound and Friends

CHAPTER

Current Market Dynamics and Institutional Sentiment

This chapter explores the evolving state of the bond and stock markets, emphasizing the role of bonds during risk-off days and the bullish movement in European and Chinese stocks. It also examines institutional investors' risk appetites and how recent market behavior, influenced by political events and historical trends, has affected their investment strategies.

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