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Listen "#7 Joe Carlasare: A Bearish Macro Pivot -- Time to Buy Bonds? (March 4, 2025)"
Episode Synopsis
Topics:Macro summer cancelled for nowNegative GDP growth in 1Q 2025... a one-off?Accelerating disinflationBarely positive Manufacturing PMIContractionary Manufacturing PMI New OrdersHow risk assets and bitcoin may respond in the near futureTreasury yieldsWill the 10-year yield fall below 4.0% and convince Joe?
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