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Is the US economy being run too hot?
Episode 328
Published 4 months, 2 weeks ago
Description
In today's Macro Minute, we break down what nominal GDP tracking above 10% on a three-month annualized basis means for your portfolio — and why investors need to start considering the other side of the distribution. With April CPI printing at its hottest levels since 2022, energy prices surging past $4.50 at the pump, and early signs of a global liquidity crisis emerging from the UK and India, the risk-off probability is rising.