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No mood for a fight

The Fed is telling the market these guarantees don’t exist. American finance is about to be wholesale restructured at a higher cost of capital and hedged with more expensive insurance.

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Tom Dyson
Aug 31, 2022
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No mood for a fight
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Wednesday, August 31st, 2022

Chiswick, West London

By Tom Dyson, Investment Director

Did you watch Jerome Powell’s Jackson Hole speech? 

It was only eight minutes long. It was clear, direct and easy to u…

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