“It’s a given” that the Fed will cut this week, says Jay Pelosky, but thinks the bond market is beginning to signal concerns about Fed independence. Because of the global AI race, Jay thinks opportunities are in countries that recognize the changing environment and are focusing on electricity. He thinks long-duration bonds are unattractive, while commodities present opportunities. Jay also discusses China’s economic strategy and argues they are “sewing up the future growth areas of the world.”

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