The Fed Pivot: What's Coming Down the Pipe?

I just feel like the price of oil is this X factor when it comes to the overall inflation picture. And that obviously impacts central bank policy and then that affects assets more broadly. This higher for longer camp, you know, now that we have this surprise OPEC cut like this could affect all asset classes. It makes no sense that all of these momentum indicators are showing that a bottom is in in the equity markets. So why would that be? The only reason that I can come up with is that I think Wall Street is already front running the move.

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