Macro Sunday #31 - Spiking freight rates bringing back inflation?
Macro Mondays
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Consequences of Federal Reserve's Actions and Bitcoin's ETF Approval
The speaker discusses the potential consequences of the Federal Reserve's actions and the approval of Bitcoin's ETF, mentioning the impact on shipping freight rates, liquidity, risk assets, and defensive equity allocations. They also play a soundbite from Donald Trump about the debt ceiling and address a question about the United States' current debt situation.
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