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What if the Fed doesn't cut this year?


While it's still highly likely that the Fed will cut this year, a long pause is not off the table given that economic and inflation data has been surprising to the upside. Long pauses have no definitive destiny on equities, with the current cycle following the more bullish cases. If the Fed cuts and quickly moves back to tightening, that could have negative implications for equities.

Ned Davis Research | NDR Hotline | Insights | 3X Weekly

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