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Executive Meeting #6 - 3/15/25

Updated: May 2



Presentation slides for the sixth meeting for the executive board members.

Summary:

  1. Overvaluation signals for the U.S. market

  2. Tariff update

  3. CPI and PPI inflation data update

  4. Yen carry trade & currency war between U.S. and and Japan analysis

 
 

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