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The Zero Interest Rate Era Is Over, What Next? | Weekly Roundup

Supply Shock

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Analyzing the Recent PMI Data and Chairman Powell's Actions

The speakers discuss the recent PMI data indicating softness in the services and manufacturing sectors. They analyze the numbers, compare them to previous recessions, and highlight the concerning state of the manufacturing industry. They also delve into Chairman Powell's actions and their impact on the market, questioning whether the Fed has achieved a 'soft landing' or 'no landing' scenario.

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