Falling Inflation & Your Money 7/12/23
Halftime Report
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The Fed's Control of the US Equity Market
The consumer is regaining purchasing power, which certainly creates the possibility, at least in the near term, for upside earnings. But when you look out into 24, you still see a market pricing in Fed cuts. I think it's too early to think about that. The implications of that for valuations are something that you have to pay attention to.
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