DeepSeek Shakeup, New Trades & A Big Announcement
February 2, 2025 - Update
Weekly Market & Portfolio Update 🚀
MACRO: Inflation, M2 & the FED—What’s Next?
M2 growth stalled in December 2024, signaling that the FED remains focused on inflation rather than easing monetary policy.
Since April 2024, M2 had been expanding, but this pause raises concerns. A decline in M2 would be even worse—something to watch.
Financial conditions are i…
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