
Gameplan for the Big Week Ahead 11/7/22
Halftime Report
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What's Changed in the Market?
I'm not excited that anything's different at all. We're just seeing some price action. The fundamental headwinds are the same. Unless the dollar breaks below $110, the dollar's still strong. The Fed's still hiking. And so you look around and I don't want to own long duration. I think it's too early for growth and tech. So I think we need expectations to come down."
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