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Change of heart. The numbers show both inflation and employment more resilient than had been thought, at least in the US. That means a bunch of different actors in the economy and markets have to calibrate a response. How they do so will have profound effects, but will ultimately be driven by sentiment — how they feel about the data they’re seeing, and how this changes their behavior.

QOSHE - Investors Are on a Sentimental Journey — to Where? - John Authers
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Investors Are on a Sentimental Journey — to Where?

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18.04.2024

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