Macro Mondays #71 - the Polymarket effect

Has the volatile Polymarket betting on the US Presidential Election boosted the USD and what does this tell us about markets and the likely reception of a Trump win?

We cover the outlook for US inflation and growth as well as the ECB cutting season and the chances of a jumbo cut at their next meeting.

Read more about Andreas' new macro strategy right here: www.stenoglobalmacro.com"

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Check out the episode on youtube to see the graphs & videos we look at.

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