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Has the market priced a Fed put that’s not even coming?

August 16, 2022 - 13:30 -- Admin

Michael Wilson at Morgan Stanley. There is a Fed pivot coming in my view as inflation falls relatively quickly. But it’s coming because so is the global recession led by China and Europe but also landing in the US. Earnings are going to fall a lot further yet and that is not priced.   ———————————————————————————————————————————- The

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