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Dead Canary
I don't want to overstate the significance of any one data point or US macro release, particularly n
The risk of “stagflation” talk rises too.
I thought it telling that Bostic was out the other day (yesterday?) saying the Fed wouldn’t wait till its preferred measure fell to 2% to start cutting.
I kind of work more on the assumption that : news is good news, whether good or bad.
Worst case it seems, for a few weeks, or a few months, markets will go down. But then, it’ll come back up.