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The “Short Everything” Trade | Teddy Vallee
Forward Guidance
The Risk of a Powell Pivot
Teddy: We're pretty far away from a Powell pivot where we're only one hike into the cycle and inflation is at 8.5%. Teddy: If he actualizes what's priced into the curve, you'll be down 30 on S&P given the current backdrop. He could be even more aggressive, but if they get more aggressive, I think the markets are starting to sniff out China.
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