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18min chapter
MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
Macro Voices
Oil Prices, Copper Sell-Off, China's Economic Outlook, and Investment Strategies
This chapter explores the impact of energy prices on the economy, recent fluctuations in oil prices, and challenges in forecasting due to political factors. It also discusses the significant sell-off in copper, China's role in the global economic recovery, and provides insights on investment strategies focusing on defense aerospace, cybersecurity, and emerging markets.
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