Will traditional bad stay good because of fed policy ?
That is the main thing for me. The minute the market fails to act positively to rate cuts etc. I think we could have a very nasty surprise.
Bullish case rates come down nicely bit of pressure comes off consumers and we land the plane safely.
Bearish island reversal in BCom says we should get lower rates coming but we may be yet to see the damage of higher rates.
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