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Caution! We're Being Fed Bogus Data | Stephanie Pomboy

Wealthion - Be Financially Resilient

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Is There a Need for a Terminal Rate Before a Pause?

The market is just like, we think the second the Fed funds rate peaks the very next meeting they're going to be cutting. So it's not hearing any of that they think we're going to hit the terminal rate and then immediately be cutting because I guess they think that bed will have overdone it. Yet that's not reflected in their expectations that stocks should go up because earnings are going to be fine Right, right. If the Fed were forced to do that if it literally had to do that, those would be wildly non bullish conditions for the market. And I can't think of what would be bullish about that.

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