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>> No.51368883 [View]
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51368883

>>51368779
the midterm election cycle bottom is in september historically, once washington politics can be "priced in" things can stabilize.

the strong USD looks like it could be peaking as the ECB has hiked rates from 0 to 0.75. cpi on weds will be low and surprise investors to the upside(cleveland Fed has forecasted inflation to have come down significantly), the markets already priced in 75 bps for the next fomc on september 21. in addition once they conclude 75 bps then 25 bps in nov, then 25 bps in dec, they will pause and keep rates there to assess where inflation/economy is going. if inflation is sticky or going up, they will probably pull a Paul Volker, so we're not out of the woods yet. but we are closer to the end of the feds tightening cycle, so in the short term i am bullish because the the mid term election cycle is nearing its end, and the fed will stop shocking markets soon.

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