MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?
Macro Voices
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Stock Market Rally
The logic seems to be that with less inflation to fight, the fed will be able to pivot dovi ly sooner. I'm still sceptical of this rally, but frankly, i didn't think it could get this far, and it sure. Na sipier: It's been this kind of risk on, risk off. And one of the things that tends to happen when the equities are going to risk on is you have the dollar weakening.
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