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Exuberance, Freight Recession, and Credit Contraction
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1 Pogledi·
06/23/23
This week, our 3 Things are: 1. Exuberance. Is it rational or irrational? 2. Freight recession. It’s real, and we’re not out of it yet. 3. Credit contraction. It’s happening, and it leaves a mark.
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