Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades
Macro Hive Conversations With Bilal Hafeez
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The C T Is a Stingling Mi Mechanism for Future Palcy Rate Hikes
The market was also saying, actualy, the fe on hike as well. So how do you disentangle the two effects? Because it may well be a she stocks and risk markas r selling off because the market's pricing more far hikes. What i think is true is that cut is a pressure. And a last it's been front run. I don't know how much, but part of the price action between january, when the minutes woke every one to the drum beats of c t, to today.
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