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In this short clip from Macro EDGE Roundup from 11/1/2023 (available only to subscribers), Samantha LaDuc and Craig Shapiro discuss the current economic backdrop against inflation and the labor market. They emphasize the gap between market assumptions and the actual economic data, and when investors will care. Craig also touches on the beginning of an earnings downgrade cycle, while a strong labor market is compressing margins, speculating the Fed might not react quickly to earnings deterioration which will negatively impact risk assets into year-end.Video Length: 00:07:29More By This Author:Understanding The Amazon Investment Thesis
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