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Rates, Rent, and Retail Pain

Beimnet Abebe (Galaxy Trading) joins Alex Thorn (Galaxy Research) to unpack a softer-than-expected CPI print, muted rate cut pricing, and growing political pressure on the Fed. They explore warning signs in consumer spending, labor data distortions, and how reflexivity is driving markets higher, at least for now. The conversation closes with thoughts on de-dollarization, inflation hedges like silver, and Bitcoin's resilience amid macro uncertainty.

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