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Cem Karsan and Andy Constan | PNL For A Purpose

Excess Returns

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Navigating Economic Challenges and Market Dynamics

The chapter dives into discussions on macroeconomic concepts, asset valuation, and market dynamics, focusing on inflation expectations and the Fed's future actions. It highlights the importance of controlling inflation and the impact of rising long-term interest rates on the economy, pointing out potential risks such as market stalling or recession.

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