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At Any Rate cover image

Spreadbites: This Summer's Vol Spike and What It Says About Market Conditions and 'The Homestretch'

At Any Rate

NOTE

Navigating Economic Volatility: Insights on Growth and Yields

Economic dynamics are shifting, with a focus on lower yields contributing to a potential increase in market volatility. The discourse has moved from resilience and stagnation to concerns about growth moderation and stall speeds, particularly as the US experiences labor market adjustments and disinflation trends. While European markets may react differently to a slightly weaker US economy, predictions indicate a nuanced relationship developing between these regions. Tracking economic indicators, especially in the US, remains crucial, as shifts in tariffs and fiscal policies could significantly impact growth perceptions and volatility.

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