EPISODE · Nov 6, 2023 · 18 MIN
The Powell Pause and the power of lower expectations.
from The Annex Wealth Management SWOT Podcast · host Annex Wealth Management
What the pause means for fixed income and equity markets is a strength while equity valuations remain a weakness. Expectations are low, that's an opportunity. That along with short positioning has led to a decent rally so far. The Fed remains the threat.
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The Powell Pause and the power of lower expectations.
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