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Money Supply Growth And Stock Markets: Where The Cash Flows
Money supply in America is growing at its fastest pace since 2022, reaching 23 trillion dollars, and Felix Nikolas Prehn argues this matters more for stock prices than the economic headlines suggest. The episode sets out why high oil prices now benefit American shareholders rather than draining the economy, given that the United States produces roughly 66 per cent more crude than Saudi Arabia. It examines the collapse in real estate job openings, which halved between July and August to their lowest level in the available data, and explains how that weakness may give the Federal Reserve cover…
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