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Here is what we told hedge funds this week – and how we’re trading it!
4.5k Views23 Dec 2024 06:25
Happy Friday! Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro. These...
What is covered in the Full Insight:
- Introduction to Macro Trends
- Fed's New Hawkish Stance
- Europe's Economic Weakness
- Implications of a U.S. Government Shutdown
- Portfolio Strategy and Outlook
SUMMARY
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