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Markets are Hard to Handle with Mike Wilson of Morgan Stanley
RiskReversal Pod
The Challenging Year and Fed Pivot: An Overview of the Market Environment
The stock market has had a challenging year with most stocks not performing well due to a difficult operating environment and poor earnings./nThe market's positive outlook is largely driven by the end of the Fed Hiking cycle./nThe Fed pivot call has been made multiple times in the past year, but this time it is expected to be the real one./nThe bond market experienced a significant reversal, which some attribute to a change in sentiment rather than a shift in Fed policy.
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