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Balancing On The Edge

Critical Factors Impacting Markets In 2024

This Macro Watch On Substack video examines six critical factors that could have an outsized impact on the economy and the financial markets during the months ahead.  They are:

1.      The very high Wealth To Income Ratio in the United States,

2.      The lingering effects of the massive fiscal and monetary stimulus since 2020,

3.      Quantitative Tighten…

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