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Earnings Season Is Strong (So Far) | Sam Burns

Forward Guidance

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Is the Fed Going to Cut Rates?

The market is pricing in a lot of cuts from March 2023 to December 2024. I do suspect there probably will be some rate cuts as you get into 24, but it doesn't necessarily require the economy being in severe recession," he says. The argument that we need 3% real rates or higher just for the economy not to have a problem "is going to really weaken a lot over the next few months"

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