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Michael Kramer of Reading the Markets joins Daniel Snyder to break down the macro forces shaping 2026. This deep dive explores how a 10% decline in Fed reserves and tightening overnight funding markets (SOFR) are impacting risk assets like Bitcoin and technology stocks. Michael discusses why he expects the 10-year Treasury to hit 4.5% and why 2026 will be defined by a massive rotation out of tech and into healthcare, staples, and energy
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