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It's a very challenging & confusing time for investors as there are several standoffs happening right now & it's uncertain which parties will emerge victorious.

For starters, the market clearly doesn't believe Jerome Powell's resolution to hold the Federal Funds rate above 5% for the rest of the year. It's currently predicting a Fed pivot by summer.

On top of that, the market has been in rally mode & is now trying to confirm the recent bullish breakout. But nearly all of the recent macro data shows a weakening economy.

Which outcomes are more likely to prevail?

To help us tackle the probabilities, we're fortunate to welcome macro analyst and interviewer extraordinaire Grant Williams back to the program.

Video Length: 00:57:11

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