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Trump posted this and you need to see it
Here’s what he likely means:
> Good data won’t be good if it triggers hike fear
> Politics is now part of the pricing, not background noise
> The market needs easier policy to extend the cycle
Net-net:
Upside is capped as long as hikes are the default reaction
My take:
The next real leg up comes when cuts become the base case, not just a hope
GL!
