Policymakers are Overrated
Welcome to probably the last big week of the year in terms of economic data being reported. With CPI and another Fed meeting coming out this week, we decided to remain cheery as we head into our holiday season. All that being said, we remain in the camp that a lot of economic troubles are easing due to economic and consumer resilience; which means the Fed will most likely not waver in terms of their hawkish posturing. But, more to come as we head towards the last presentation of the year! Cheers,
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