Don’t Wait For Fed: Fed Raising rates 48% of periods since 1954 and equities often turn 6M before last “hike”

Investors remain broadly cautious on equities. This is completely understandable given the carnage in markets this year, along with the great uncertainties associated with the trifecta of rising inflation, Russia-Ukraine war and “negative shocks” delivered by Fed hawkish policy. But as a counterpoint, one can be constructive if one believes some combination of below:

inflation proves to be less “sticky”economic resilience is better than feared (“growth scare” not recession)US eco...

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