Debt Ceiling Debate, Homebuilders & The AI Race
MRKT Matrix
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The Fed's 2% Narrative
I think that they can justify a pause for a lot of reasons. Yes, rates are still elevated compared to where they have been for the last decade. But you could also argue that rates at this level is much more normal. There's a sweet spot for inflation between 1 and 3%. CPI between one and 3% where the market tends to go up or at least do okay.
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