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Geo Chen: Why The Markets Are Set for Even Greater Gains

Oct 2, 2024
Geo Chen, the author of the Fidenza Macro Newsletter, dives deep into the bullish macroeconomic landscape, fueled by Fed rate cuts and China's stimulus efforts. He discusses the potential for European and cyclical equities to outperform, while outlining shifting strategies for gold and oil amidst geopolitical tensions. Chen reflects on the impact of AI on productivity and offers insights into the outlook for Treasury yields and U.S. debt concerns, making a strong case for optimistic investments in the current climate.
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