Erik A.W
@anderssonw
Erik A.W
@anderssonw
Explained below is how the market can go up even more in the coming 3 months.
If inflation moves down really fast + the FED not cutting rates fast enough — that can cause real rates to rise which likely = equities sell off.
Delinquencies are NOT rising.
Credit risk remains low
"Credit spreads remain at cycle lows" Therefore, the amount of growth risk
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Consider what is true and not true here when interacting in the normal world