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4min chapter
The Hiking Cycle Is Over
The Macro Trading Floor
The Fed Pivot: What Does It Mean for Markets?
The market is trading as if QT was stopped, a new round of QE was announced. Is that the right way to approach the next one to three months from a macro investing perspective? I mean, should we get a truckload of liquidity added to markets, then correlations would at least suggest that some of these hydration assets will do okay, despite weak growth.
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