Video Description
This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and whether itâs time to be concerned about liquidity and Fed plumbing. Ultimately, everything leads us to one asset. Enjoy!
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