Surveillance: Forget About Fed Cut, says Sahm
Bloomberg Surveillance
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The Future of the S&P 500
The City of the House view as another one or two hikes. We're looking at a Fed Fund futures curve that is quickly right sized over the past couple of months and is now pretty comfortable. And I think AI in addition to other forms of technology that have aided embedded productivity improvements end up underscoring a higher valuation than many investors have gotten comfortable with.
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