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Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023

Hedgeye Podcasts

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The Fed's Forecast for Inflation

The Fed's communicated a target for inflation of 2%. And then, you know, consensus estimates in Q1 and 24 all the way down to two spot for eight four. There's a big delta there between us and them and we get that as well in the back half of the year. So, I think that's going to be again, I mean, inflation certainly the story of last year, recession, risk rising is the story of this year.

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