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Summer Meltdown In Stocks Unlikely, Says Volatility Expert Noel Smith
Forward Guidance
I Think the Curve Is Coming Between Now and the Midterms
I think that the curve is pricing in a pretty rapid series of cuts after the hike, when generally they they hike and then they stay stagnant fors. I mean, is only aterlike eight months before they start cutting again, which is itself remarkable. But ye, i thinkhe how can't get to five % in december and then immediately start cutting? He has to do at least some he has to pretend at least to stay steady for a while. And he's sort of being used as a scapegoat, like everyone is just blaming him, like, ha pow. What's going on? Man? You're the one whose single handedly, you have an iphone
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