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Snowballs In Hell
Expectations for an angry, vengeful, hawkish Fed shift will be weighed against top-tier US data in the new week.
If past is precedent, March will be preceded by February this year, leaving investors, traders and Fed officials to wait weeks for liftoff. Put differently, the next six weeks will feel like six months.
At the most basic level, policymakers want inflation to recede immediately. But that's not going to happen. So, officials really need the growth data to hold up, or even come in hot,
Good post thank you.
“ Ultimate pain trade” and this in tandem. I have been reading and at my portfolio since 6 AM.
This article was pertinent and perfect food for thought.
Good post. All I can do is look 12-24 months out…..therefore, I remain fully invested in (primarily) index funds.
H’s advice in this regard is spot on. I wouldn’t be surprised to see more down side short term through Feb/March, but fully expect the up trend to resume after that.