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4min chapter
Julian Brigden: Markets Are Not Priced For A Recession
Market Depth
The Equity Market Is Taking the Piss at Powell
The equity market is being only focused on inflation. They've been overly focused on rates and they're not considering that strength of the overall market which the Fed also has to address, right? I don't even really care if inflation were a target. These levels of unemployment, the Fed would still be raising rates,. So equity guys have to get that involved. But even if they say stop rates, Albright, I think what you've got to bear in mind is that they're still going to be doing QT. And so to me, QT is much more important.
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