MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI
Macro Voices
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The Fed's Doomish Pivot
Navidia and Apple alone are half of the gains, the 11% gain in the S&P this year. The other 492 stocks collectively are unchanged on the year. "I don't know why anyone expects a dovish pivot that is not preceded by something really, really bad bringing it about"
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