MacroVoices #376 Tian Yang: When the Recession Becomes Obvious
Macro Voices
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The Fed Cuts Rates and the Market Bottom Checklist
We're still leaning towards being cautious on equities and letting the market bottom checklist just play out. Until we have all the kind of all clear signs there, we probably want to take a structurally long position equities. I think this is actually probably going to be when the Fed actually cuts rates. There's obviously a lot of debate right now about whether when the Fed cuts is going to be bullish or bearish for equities.
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