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Mega Cap Mania 5/22/23

Halftime Report

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The Fed's Rhetoric on the June Powell Pause

Jason Johnson: What if you get a so-called hawkish pause, right? He says the market will respond to it by thinking they're done with their tightening cycle. That's not what Kaskari told us; he said this is not signaling we're done. Johnson: I don't think they could ever move away from the optionality to make the return once again.

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