Key takeaways from FOMC = gut check means markets too hawkish = good

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Due to the importance of yesterday's FOMC, we are sending out the First Word today, instead of Friday. There will be a resend of today's note with updated COVID data tomorrow morning.

50bp did not end the world...

Equity markets rallied strongly following May FOMC. We will discuss our key takeaways (about market reaction) in the next section. But keep in mind, stocks have rallied post-FOMC in 5 of th...

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