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Buckle Your Seatbelts
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Buckle Your Seatbelts

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The Credit Strategist
Jan 02, 2024
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Buckle Your Seatbelts
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Markets are currently priced for perfection which in market terms means six interest rate cuts by the Fed, strong corporate earnings, geopolitical stability, and a smooth 2024 Presidential election. The odds of that scenario materializing are roughly zero yet trillions of dollars were invested in recent months based on belief it will happen.

In fairness…

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