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Stocks slipped a bit and bond yields continued lower, as investors mull over some key statements from the Federal Reserve.
George Goncalves, head of U.S. macro strategy at MUFG, joins Ash Bennington to explain his Higher for Longer Paradox thesis, why he expects a prolonged period of higher interest rates, and the potential economic implications of such an environment.
Don’t forget to check out the Exponentialist — a new, premium research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture
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Is Inflation Finally Tamed?
Year-end rally, here we go!
Are We Still Headed for a Recession?
Currencies From Digital to Physical
The Exponential Age Series: Part 4
The Exponential Age Series Part 2: Why Apple May Have Finally Nailed Mixed Reality
What is the Treasury Market Telling Us?
Will the Downtrend in Oil Continue?
The Realities of a Recession
The Energy-Recession Link
The Exponential Age Series: Part I
Is The Fed Done?
Can the Market Party Last?
Is A Credit Event Coming?
Is the Fed About to Spook the Markets?
What's Driving Down Oil Prices?
Peter Zeihan on the Israel-Hamas War
American Exceptionalism: Is the U.S. Rebounding?
The Technology Boom and Its Impact on Mankind With David Mattin & Raoul Pal
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