ComeCircle Musings
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Hey I’m actually not a real clown 🤡 If you think any of this is financial advice then YOU are the clown. I am an Anon!
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thats odd... july pricing for hikes spiked even after the dovish presser.
We betting the fed loses control or something?
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in 21-22 when inflation was running hotter than it was today they kept quiet while wall st was calling for hikes
now its the reverse
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my take on fomc pre press conference:
there is no guidance i love you
jk in all seriousness
voters all shifted expectations for pce this year, and even tho they are more hawkish than the march meeting, they are not as hawkish as the market. I still think the reversal trade and melt up is in play.
I dont think this is the same as there will be pain by jpow in 2022.
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