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July 29, 2026 – Zach Abraham and Chase Taylor break down the latest Federal Reserve meeting, why rising long-term Treasury yields may be doing the Fed's job for them, and what that means for investors. They discuss the implications of 5%+ long bonds, market liquidity, AI infrastructure spending, Apple's valuation, Japan, and why today's market may be entering a very different phase than investors have grown accustomed to.
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