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The Amazon Of...

The Amazon Of...

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In this episode I talk about

The big macro:

- Fed interest rate decision, strong labour market, the lack of a need for premature rate cuts, Trump vs Powell.

- Strong demand for 10 year note auction, no disruption to global order, strength of the US economy, UK/US trade deal, potential China deal and more.

Earnings:

- PLTR, AMD, and CPNG



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