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Unusual Whales Pod Ep 15: FOMC, 50bps, Powell, Inverted Yield and the Macro market heading into 2023

Unusual Whales

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Last Bear, Where Is the Market Right Now Given Inflation and a Tightening Fed?

The market is nervously shifting its weight from the right foot to the left foot as it considers inflation and a tightening Fed. A potential recession that hasn't arrived yet and surprisingly durable growth in the meantime. I'm thinking that the Fed will probably try to hammer home that message that they're not going to be cutting rates anytime soon regardless of the positive production we see in CVI. The conditions felt very similar to what we saw in the middle of August and maybe late March where you had a bid in stocks and a bid in longer duration, fixed income, you know treasuries,. reduction in volatility across certainly equities but other asset classes as well.

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