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Why Initial Jobless Claims Could Blow Up the Stock Market

The Compound and Friends

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Declining Foreign Tourism and Economic Implications

This chapter addresses the significant decrease in foreign tourism to the U.S., forecasting an $8.5 billion drop in spending due to negative perceptions related to trade and immigration policies. It explores how these changes affect GDP, asset ownership, and consumer sentiment, emphasizing the importance of real economic data over sentiment in predicting future trends. Additionally, the chapter provides insights into the operational strategies of a global team focused on risk management for institutional clients.

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