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Yes, But What Will Break Markets?

Yes, But What Will Break Markets?

The Macro Trading Floor

April 12, 202437m 47s

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Show Notes

This week Alf and Brent discuss how markets seem to be on the lookout for a release valve for the combination of a Fed talking about cuts while nominal growth doesn't call for them: commodiites, bond markets, and the US Dollar seem to be all brewing under the surface. But what will actually break markets?