The Fed has abandoned its "higher for longer" narrative and is now talking about cutting rates three if not four times in 2024. There are several reasons for the Fed to do this. Some are HIGHLY questionable. Others are valid. But regardless the Fed Pivot will have a dramatic effect on risk assets going forward.
This week we delve into all of this as well as a history of Fed interventions... as well as why the S&P 500 will hit 5,000 before the end of 1Q24.
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