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Investors worry Fed playing "whack-a-mole" with equities, but if inflation tanks (with wages slowing), FCIs will ease. First 4 days +1.4% is strong 2023 omen implies +23% gain.

Investors worry Fed playing "whack-a-mole" with stock prices, but if inflation tanks (with wages slowing), FCIs will ease...

Over the weekend, I had a few conversations with clients and one of them observed that while bond market volatility has dropped (which generally is good for stocks), they viewed being "long equities" as a low Sharpe ratio (high risk but high reward) trade:

while stocks could have upside given promising developments on both inflation and wagesthey worry Fed would be alarmed b...

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