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Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley
Forward Guidance
The Macro Ex Population of the Latest Relly
The employment side as well as weakening. It wouldn't really back the idea that weare going be seeing not only soft landing, but also perhaps slightly higher economic growth. The macro picture and the data i use do validate the second leg of the relly. Once exhausted, it tends to be a good opportunity to scale back into trades that are fitting the macro picture better.
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