I don't fear it and as usual I can't predict it. Interesting times for the balance between growth and recession.
When is the next FDA board meeting by the way ?
A lot of macro numbers out, folks jumping at shadows but the train driver is the boss Jerome Powell. I know you mentioned a cut is factored in, and hence why markets have perked up in the last 3 months but if we get no change in Septembers rates, Wall St may get diarrhoea. But maybe not.
