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I know it‘s Christmas and you want to spend some time with your family!
However, you also want to be thinking about 2026, and the biggest macro-tail risk for the coming year!
Check out my latest episode with @JustDeauIt
-Why the fiscal impulse is waning
-Why interest rate cuts in the US aren‘t necessarily bullish
-Why a weaker dollar this time around won‘t benefit risk assets
-Where investors should look to right now
-What to look forward to in 2026?

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