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Q3 A Critical Turning Point: Fed Reversal, Recession, More Inflation, Weaker Dollar
Here in Part 2 of our interview with macro analyst Luke Gromen, he explains what will happen if the Federal Reserve pivots - as he believes it will - by the end of Q3. Resurging inflation, a weakening US dollar vs other fiat currencies and higher credit yields as the bond market loses its faith in the Fed. And that's just a start. Luke also shares which assets he thinks will fare best in such an environment. See the YouTube Video for the charts and graphics: https://youtu.be/gTvDtYQeSfw
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Published on 3 years ago