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So Bearish It's Bullish (EP.409)

Animal Spirits Podcast

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Navigating Market Challenges and Consumer Behavior

This chapter explores the current state of the stock market, focusing on key challenges such as falling dollar values and rising bond yields. The discussion highlights the resilience of Millennial and Gen Z spending habits amidst macroeconomic uncertainties and reflects on the implications of trade tariffs for economic policy. Additionally, it delves into the complexities of consumer behavior, job security, and inflation expectations, emphasizing how these factors intertwine with market dynamics.

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