Kedrosky Daily: US bond spreads low; native unemployment diverges
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four-ideas
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Kedrosky Daily: Low corporate bond risk;unemployment shifts by birth origin
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Kedrosky Daily: Lowest credit risk premiums;unemployment diverges by nativity
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Kedrosky Daily: Lowest US credit risk; native unemployment rises
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Kedrosky Daily: US bond spread lowest in 30 years;unemployment rises for natives only
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Kedrosky Daily: TTF outperformed indexes; iOS app growth surged
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Kedrosky Daily: Private credit assets surge by 2025; Blue Owl Tech redemptions spike in Q4 2025
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Kedrosky Daily: Prediction market volume hit $8bn; Humanoids market may top $200bn
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Kedrosky Daily: Prediction market volume soars to 9bn by late 2025; humanoids market may exceed 200bn by 2035
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Kedrosky Daily: Economy importance rises sharply Nvidia leads AI compute sales
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Kedrosky Daily: Tech job growth stalls in 2024; tariff lawsuits surge after Supreme Court hearing
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Kedrosky Daily: S&P 500 outperforms Magnificent Seven; more bonds upgraded than downgraded
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