ARB Letter

ARB Letter

State of the Union & Market Uncertainty

162: What comes next for America

Arbitrage Andy's avatar
Arbitrage Andy
Feb 08, 2023
∙ Paid

Morning psychos.

Lots of major market updates and sentiment shifts as well as accelerating macro concerns, primarily the Spy Balloon fallout and ongoing battles in Ukraine.

The economy in the US is strong from an employment perspective, but layoffs are starting to ramp up even more, consumer prices are still elevated, and political division is at an all…

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