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Mar 07 2023

In The “Eye” Of The Beholder

  • Mar 7, 2023

Stocks could trade higher in the next few months as CPI numbers enjoy easy year-to-year comparisons, prompting a more soothing tone in daily Fed-speak. Then again, the lagged impact of the last year’s rate hikes and balance-sheet shrinkage has yet to materialize, meaning we’re likely in the eye of the storm.

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager