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Great Market Expectations

RiskReversal Pod

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Adjustment in Fed Rate Cut Expectations

This chapter discusses the adjustment happening with Fed rate cut expectations, including the dropping chances of a cut in March. It analyzes how the surge in equities driven by the drop in yields has affected the market and the possibility of a move back to higher yields. The chapter also highlights issues with well-known companies, such as the drop in stock for Google Alphabet, and discusses the resurgence of big cap pharmaceutical companies.

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