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Listen "Where should investors look while markets wait for tariff clarity?"
Episode Synopsis
Investor focus has shifted from fiscal policy to tariff effects, and the ensuing roller coaster of multi-standard-deviation market moves has left everyone wondering what comes next. Matt Orton, CFA, and Joey del Guercio discuss what’s happening with inflation expectations, whether the “Fed put” is still in effect, and which narratives can be seen in hard and soft economic data.
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