Examining the Equity Rally and Presidential Immunity
Bloomberg Surveillance
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Federal Reserve, Inflation Metrics, and Market Trends
Exploring the Federal Reserve's decision-making process on potential interest rate cuts based on inflation indicators and the unemployment rate. Analysis of different inflation metrics like super core, core CPI, and core PCE and their impact on the Fed's assessments. Discussion on market trends, including bond market stability, performance of top stocks, equity rally, and valuation dynamics.
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