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Here Is Why Markets Are Rallying

The Macro Trading Floor

CHAPTER

The Fed's One and None in May

I think the Fed is one and none in May. So the Fed hikes again by 25 basis points. And you'll have at that point Andrea, seen to June, core inflation on three months and six months annualizedBased on my base case analysis, it's probably more likely that it will take a bit longer for the cutting cycle to commence compared to my base case. From a risk-we-walked perspective, it's not necessarily a story that is worth chasing right now.

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