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What the Fed’s Rate Decision Will Mean for Markets | Andy Constan

Hidden Forces

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The Implications of the Fed Meeting and the Dot Plot

Ilyse Hogue: I don't understand why inversion seems to be correlated with the impending onset of a recession, which lowers earnings and drives equities down. How do you square that? How do you think about that? And how would you explain to people how that's consistent? She says every asset at this very moment has a positive expected value relative to cash. "We're surrounded in this world by gamblers and Vegas offers negative expected value"

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