Keep Calm & Carry On?

“There is more to hear in what is not said.” – Joyce Rachelle

Today we’ll update our outlook post FOMC and into NFP:

Shorter Fed: everything is good, not going to cut again unless something bad happens but still not going to hike even if everything stays good; we would need things to be great to consider that. We’ll keep on providing liquidity, you go ahead and buy stuff – except dollars – and remember that there are no bubbles.

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