https://x.com/PeterBerezinBCA/status/1823721447711555658
…Sept rate cut is all baked in after a benign CPI number but a rate cut is usually more bad news rather than good because while it delivers the good news aspect the market seeks it also reflects the bad news the market chose not to see and confront.
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https://x.com/PeterBerezinBCA/status/1823721447711555658 …Sept...
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