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John Wick’s Blowout Opening Lifts Lions Gate
Bloomberg Businessweek
The Fed's Tightening Cycle Is Driving Stocks
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The odds of another rate increase in May has actually fallen to 40%. I think it's clear that we are probably getting near the end of the Fed tightening cycle. What is going on with the banks and the real world is very significant. There is a credit contraction going on. So not super concerned about the Trump situation, even though markets like predictability; this is a little bit unpredictable.
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