In this week’s Trading Take, Beimnet Abebe (Galaxy Trading) joins Alex Thorn (Galaxy Research) to unpack a complicated macro picture, including weak jobs data, contracting services activity, and conflicting inflation signals. They explore whether the Fed can stay on hold, the role of housing in disinflation, and signs of growing consumer stress. The conversation also touches on market froth, the rise of Bitcoin treasury companies, and the long-term implications of rising deficits.
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