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8-5-24 Understanding Yield Curves - Inversion Doesn't Guarantee A Recession
August begins with weaker employment and the Fed hinting at the possiblity of a 1/2% rate cut; The Japanese Carry Trade blos up: What is it and why does it matter? Look for the largest spike in volatility since the pandemic. Be careful amid emotional headlines; Markets have already been over sold and now need to bounce. Anything that is a risk assett will be affected; bonds are over bought: Today is a day to do nothing. Lance's movie reviwe of Deadpool & Wolverine: Not for the faint of heart or kids. Risks to the market from an exogenous, unexpected event, a consequence of the collapse of the…
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