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16min chapter
Is It Time To Be Bullish? | Weekly Roundup
On The Margin
Capital Flows and Market Dynamics
This chapter explores the implications of capital flow within the US market, particularly its effects on tech companies and operational decisions amid a capital oversupply. It examines shifts in global trade dynamics, focusing on the evolving relationship between the Chinese Yuan and the Japanese Yen and their impacts on US manufacturing and strategies. Additionally, the discussion highlights market behaviors, inflation trends, and potential monetary policy changes that could influence future trading strategies and economic recovery.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode