Stagflation ahead?
Wall Street Breakfast
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Navigating Fed Expectations and Market Sentiment
This chapter delves into the changing expectations around the Federal Reserve's interest rate decisions leading up to the January 29th meeting, highlighting the shift in market perceptions from September to November. It also explores the contrasting performances of tech and blue-chip stocks, while providing a historical context for today's interest rates and their implications for investors amid concerns of stagflation.
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