What Q1 Taught Us: Tariffs, Stagflation & The Market Reset
RiskReversal Pod
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Market Dynamics and Economic Concerns
This chapter discusses the shifting dynamics in global markets, particularly focusing on the impact of tariffs and the resurgence of European investments. It explores the psychological effects of stock market fluctuations on consumer confidence and the implications of recent job reports on recession risks. The conversation also addresses the challenges within the credit market and the rising delinquency rates, hinting at potential economic instability despite outward claims of market health.
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