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December 13, 2023

What a Shifting Fed Narrative Means for Stocks

It’s Ross Givens here, with Chart of the Day. Diving into the inflation-unemployment paradox, the latest chart from Bloomberg reveals a significant moderation in inflation without denting the unemployment rate. While economists will debate the causes, as traders, our focus is on deciphering its implications for the stock market. The potential shift in the Fed’s narrative from ‘higher for longer’ to ‘higher for long enough’ holds promising prospects for us.

December 13, 2023 No Comments

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