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Why Inflation Will Dissipate | Bilal Hafeez
Forward Guidance
The Fed's View on Equity Markets
I think the next 12 months are going to be very challenging for risk markets. I think there's a high chance that equity markets will see poor returns over the course of the year. Part of that will depend on how aggressive the Fed is. Will the Fed continue to high grade, even if equity markets are weakening? And we aren't quite sure what the Fed's view is on equity.
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