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Hawks and Doves Clash Clouds Outlook for Rates
Bloomberg Businessweek
The Fed Could Crash the Party
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The big question is, what could derail this rally? Yeah, so that's a good question. I think the thing that has stood out to us for a while is one is that the Fed overdoes things. So if they raise rates too much, that would be a factor. Second would be if inflation does not continue to come down as expected. And third most importantly: Since stocks follow, tend to follow the direction of corporate profits over time.
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