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11min chapter
Contrarian Jason Shapiro: Bearish on Industrial Metals, Neutral on Stocks and Bullish on Bonds (for now)
Forward Guidance
Analyzing Market Reactions and Shifting Dynamics
The chapter delves into monitoring market reactions, analyzing the current scenario where bonds surge while stocks and commodities decline, and questioning the rationality behind these movements. It explores the relationship between commodities, bonds, stocks, and inflation, evaluating recent trends in assets like metals and discussing the potential impact of bond fluctuations on various asset classes. The speakers offer a cautious outlook on metals and emphasize the importance of interpreting market responses to economic data for a deeper understanding of market dynamics.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode