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In this episode, we discuss the impact of recent macroeconomic events, including the Federal Reserve's monetary policy, on financial markets. They analyze the market's reaction to Janet Yellen's announcement on treasury issuance and Jerome Powell's speech, which they perceive as more hawkish than expected. They also delve into the implications of bond market movements and the 30-year treasury auction, suggesting a cautious approach to investing in the current economic climate. The conversation covers various aspects of the financial markets, including the influence of government policies and international factors such as the Bank of Japan's stance.

Video Length: 00:58:17

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