Why Bonds Still Suck | Aahan Menon of Prometheus Macro on Immigration’s Impact on Lower Job Numbers, Technology CapEx, Business Expansion, Manufacturing Green Shoots, and More
Monetary Matters with Jack Farley
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Intro
This chapter analyzes the European Central Bank's dedication to maintaining the euro and dives into the booming semiconductor market through ETFs like SMH and SOXX. It also examines the current expansion phase of the business cycle, emphasizing strong consumer spending and investment trends amidst previous tariff concerns.
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