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The Specter of Stagflation Still Looms: Ayesha Tariq
The Contrarian Investor Podcast
Analysis of Federal Reserve Rate Cut Timing and Top-End Spending Slowdown
Debate on whether a rate cut by the Federal Reserve should occur in July or September, alongside analysis of the top-end spending slowdown affecting different sectors. Highlighted are the softening consumer discretionary numbers and revenue declines despite margin and earnings improvements.
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