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Macro Mondays #73 - What the f*ck is happening to Bonds?

Macro Mondays

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Polling Dynamics and Market Implications

This chapter explores the volatile landscape of current election polling, focusing on the performances of Trump and Kamala as well as the challenges of interpreting polling data. It discusses the potential impacts of the upcoming election on bond markets and the Federal Reserve's interest rate decisions, emphasizing the uncertainties surrounding economic conditions. The conversation highlights the significance of liquidity models and historical context in understanding market dynamics amidst election-driven fluctuations.

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