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🎙️NEW POD: Markets Haven’t Priced In The End of Fiscal Tailwinds
We Discuss:
🔶 Entering a contractionary fiscal impulse
🔶 Why QRA threw cold water, not gasoline
🔶 Fed leadership vacuum & September pivot odds
🔶 Why long bonds still can’t catch a bid
🔶 Stablecoin myths & marginal buyers of T-bills
@dampedspring @fejau_inc
Links Below ↓
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