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Market Optimism Meets Conflicting Macro Indicators

In the latest Trading Take, Beimnet Abebe (Galaxy Trading) joins Alex Thorn (Galaxy Research) to discuss rising recession risks, tariff impacts, and why markets may be mispricing coming slowdowns. They unpack the disconnect between weak economic data and strong equities, shifting trade dynamics, and what AI’s rapid rise means for labor markets. Plus, they explore Bitcoin’s potential role in an increasingly fragmented global order.

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