Fed Caught Between a Rock and a Hard Place
MRKT Matrix
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Do You Think We're Doomish or Doveish?
Markets are priced for a dovish 25 point hike, he says. The ECB needed to go 50 because they have a bigger inflation problem than the U.S., Ben-Ghiat writes. A weaker economy that will work itself through to tech is what's likely to hit earnings guidance in Q1 of this year and into next one. "I just kind of feel like I said it on Friday: This is the place that I want to be"
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