We expect unemployment to drop faster than expected. Job openings & the number of unemployed are both at 9.3M w/ extra unemployment benefits expiring, the # vaccinated increasing & in person schooling in the Fall. This will put pressure on the Fed to hike/taper sooner.
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J M Henry
6/27/2021 05:34:30 pm
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AuthorDan Niles is founder and portfolio manager for the Satori Fund, a tech-focused hedge fund. Archives
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