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Something for your Espresso: Hawkish Powell, as we await key macro prints later today

A hawkish Powell and a dovish Lagarde, while China's case is losing momentum again, make October likely to deliver notable divergences in the macro landscape. Here's how we plan to capitalize on them.
2024-10-01

A hawkish Powell and a dovish Lagarde, while China’s case is losing momentum again, make October likely to deliver notable divergences in the macro landscape. Here’s how we plan to capitalize on them.

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