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But we saved everything 🙂.
Peter Berezin highlights that underlying momentum in the U.S. labor market has improved, despite the market not being exceptionally strong.
Berezin observes that this development has made it easier for the Federal Reserve to consider an interest rate hike later this year.
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Berezin previously warned that hedge funds face risks from using short-term debt to buy long-term Treasuries as falling bond prices could prompt liquidations. He has also stated that hyperscaler margins may increase to counter heavy depreciation linked to expensive AI hardware acquisitions, according to analysts cited in a recent report. These views highlight Berezin’s ongoing coverage of risk and margin developments in financial markets.