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4min chapter
Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley
Forward Guidance
The Fed Pivots Will Kill Inflation
Ackl: My outlook would become that outlook if and only if the fed pivots. And a fed pivot would reignite inflation, causing long term inflation expectations to become unanchored. If they did, ye, we can see a forty 500 print on the equity markets. But i'm o around an eight, because i think going to do their job.
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