Winners and Losers After DeepSeek — ft. Robert Armstrong
Prof G Markets
Interest Rates and Market Moves
This chapter explores the debates in Washington surrounding interest rates and their impact on the Federal Reserve's autonomy, amidst shifting economic growth and inflation trends. It highlights the potential benefits of reallocating investments from U.S. equities to European and UK markets, emphasizing value investments that might offer better returns. Additionally, the chapter discusses the implications of immigration policies on labor supply and introduces strategies for diversifying and rebalancing investments to mitigate financial risks.
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