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Déjà vu on Rates and Justifying Equity Style Divergence

It certainly feels like déjà vu all over again looking at the evolution of policy rate cut expectations in the U.S. this year. At the beginning of 2023 traders were pricing in one rate cut for the remainder of the year. Instead, the Fed raised policy rate by another 100 bps in the following quarters,ContinueContinue reading “Déjà vu on Rates and Justifying Equity Style Divergence”