Thanks, Lyn, I always appreciate your clear macro insights. The fiscal side keeps running hot, so I'm curious to see how the Fed easing plays out.
GM
My August public newsletter has now been published:
https://www.lynalden.com/august-2025-newsletter/
This issue covers: macro impacts from tariffs (ie a slightly slower but still unstoppable fiscal train), upcoming Fed easing, and the latest newsletter portfolio snapshot.
Thanks, Lyn, I always appreciate your clear macro insights. The fiscal side keeps running hot, so I'm curious to see how the Fed easing plays out.
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