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This week we discuss the potential headwinds for markets as the long end shows signs of selling off. Despite those headwinds, equities remain elevated with financial conditions loose. Will the Fed still be able to cut rates in 2024?
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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The Path To $100,000 Bitcoin | Adam Back
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Andy Constan: Janet Yellen's Fueling A Massive Stock Market Rally
Michael Kao on November Fed Meeting, Treasury Refunding, & Bond Market Bear Steepening
Bursting Of The Sovereign Debt Bubble | Arthur Hayes
Bitcoin Breaks $35k, The Next Bull Market's Here | Weekly Roundup
Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability & the Boundaries Of Debt-Fueled Economic Growth
Bitcoin Bounces To $30k, The Bond Sell-Off Continues | Weekly Roundup
An "Ocean Of Liquidity" Is Reversing | Neal Berger
Inflation Has Peaked, Unless Oil Resurges | Weekly Roundup
Bond Market Sell-Off Will Drive Equities Lower | Andy Constan & Nick Givanovic
The Global Wrecking Ball: Surging Yields, U.S Dollar & Oil | Weekly Roundup
China's Old Economic Model Is Dying | Leland Miller
The Next Phase Of The Bond Bear Market | Weekly Roundup
Is Goldilocks Going To End Soon? | Darius Dale
The Market Doubts The Fed | Weekly Roundup
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