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DW's avatar

Excellent article. Similar idea was rolling around in my head, glad to see it articulated eloquently here. Would not surprise me if 2023 risk assets go through the opposite of what wall st commentators are forecasting: strong first half, weak second half.

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Sandy's avatar

One other idea from others..."Pivot" Clarification, the pivot is not a pause the pivot is a pause + Reverse % rates. Question: Does this happen before breakage or after? Another point, some say the "Real Pivot" is what markets are waiting for....I say its that + QT rolling off...that should be ivo AUG23...TBD & 24 being an election year! Get your popcorn ready!

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