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authornic <ra@afu.re>2024-09-15 22:51:33 -0400
committernic <ra@afu.re>2024-09-15 22:51:33 -0400
commit8fa957c0b0aa776a0247c32993d8d30e72bc2e23 (patch)
treeaa98690ea7a8c19ab7c454c2ed9953d04c3ead87 /Finance
parent08fb5156816733343ffe9e9e13a8ce85ce3debc4 (diff)
Auto from nzxt - Sun 15 Sep 2024 10:51:33 PM EDT
Diffstat (limited to 'Finance')
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@@ -33,7 +33,9 @@ Real GDP will get revised lower in coming months, as labor market deterioration
- both candidates bad for bonds
- Energy for all data center they are building , who? where?
- EMification of usa markets - Japanification of the past is very different than today, today it is real negative rate & QE and covert debasement of currency like bresil market - stairs down, elevator up ... slow bleed , get inestor fustrated and out of nowhere it Rip up
-- Commodities & platinum deficit !
+- Commodities & platinum deficit
+- China crushed, waiting after fed for stimulus - need to deal with its youth & unemployement
+
OCT 23 Rally started after Yellen QRA* issued 50B less bonds than the market expected topped at the start of april 24 with spy @ 525
5% correction in april with low @ 493, triggered by hot CPI and now 15 of may new ATH