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re: Predictions on what the CPI will come in at tomorrow and how the markets may react
Posted on 10/13/22 at 9:59 am to JimMorrison
Posted on 10/13/22 at 9:59 am to JimMorrison
quote:
Inflation is priced in at this point.
Same goes for rate hikes.
Yes, all of those people contributing 10% of their income bi-monthly have re-adjusted their DCF models and are calculating deep value in large cap equities
1
Posted on 10/14/22 at 4:16 am to wutangfinancial
The bond market is expecting the Fed to pause after November's rate hike (likely 50 bps).
Money will flow back into risk assets. Don't get caught being short at the bottom
Money will flow back into risk assets. Don't get caught being short at the bottom
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