The Fed Gives It What It Really Wants

Porter: The problem I think we had was is the economy is not that great. We didn't really see a massive opportunity to the upside in terms of increasing revenue expectations, he says. Porter: People are rooting for bad economic data so the Fed doesn't go. But beyond that, looking past this right now, what from an earnings perspective, just on the S&P in general? "I'll safely say it's the AI bucket or whatever fake AI bucket"

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