The Defining Theme Of 2024: Hard Asset Outperformance

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In this short clip, Samantha LaDuc and Craig Shapiro discuss key economic indicators and their potential impact on the markets. They focus on the core PCE index, super core inflation, and Federal Reserve policies. Samantha and Craig analyze the implications of these economic data points on market trends, particularly in relation to stock and bond markets. They also consider the overall economic outlook and its influence on investment strategies, emphasizing the importance of understanding market dynamics and flow-driven movements.

Video Length: 00:12:15


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