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What matters most to asset markets—March Retail Sales, Kevin Warsh’s testimony, or the US-Iran ceasefire?
Episode 317
Published 5 months, 1 week ago
Description
Markets continue to look through headlines and focus on the bigger picture, as resilient economic data and improving liquidity conditions reinforce a risk-on regime. In this episode, we break down why regime shifts—not individual catalysts—are what truly drive asset prices.