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When's the next shoe going to drop? Hi everyone.

Welcome to the Real Vision Daily Briefing.

With me today is Paul Hodges, the chairman of New Normal Consulting.

Hi Paul, it's great to see you again.

Yeah, it is. Thanks Maggie.

So we're you're joining us at interesting, reliving and interesting times, right?

That all cliche really feels appropriate at the moment.

I was looking at where we were settling because we were sort of, you know,

bouncing around a bit today in the US session.

And I was really struck because on a website, I won't say which one.

There is to have two very different headlines.

If you hit bond prices, you get treasury yield slip as banking system concerns grow.

And then if you flip and look at equities, it says.

Dow rises as traders shake off banking fears.

I mean, both of those things can't be right.

What is your sense of what's going on?

Well, I look at it, you know, last time we talked.

We spent a bit of time talking about real markets get back.

So doing their real job of price discovery.

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