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Hedge Fund Tips with Tom Hayes - Podcast - Episode 171 - April 6, 2023

Hedge Fund Tips with Tom Hayes

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The Fed's Plan to Achieve Their Mission

Mixed signals and crosswinds right I mean Walmart 5% up constant currency good Costco today a little bit mixed a little bit soft. On balance people are still spending but they're being more selective you're seeing still strong spending and travel so we're gonna have to see what the Fed does next week. The sooner that they pause the longer they can hold rates elevated, which would be constructive for markets.

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