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The Market Illusion: Mike Green on Inflation, Geopolitics and the Hidden Recession

Excess Returns

CHAPTER

Navigating Economic Indicators and Geopolitical Shifts

This chapter provides an in-depth analysis of the Chicago Fed National Activity Index (CFNAI) as a predictor of GDP and explores its relationship with current economic conditions. It also examines the impact of the gig economy on unemployment statistics, highlighting the challenges in interpreting labor market data. Furthermore, the chapter emphasizes the intersection of geopolitical developments and economic policy, particularly regarding U.S.-China relations and strategic manufacturing shifts.

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