Yet again, we find ourselves on the eve of the next #FOMC. What will Powell say? Will the Fed Funds Rate increase by another 25 bps? Or will markets be surprised with something different? How will this affect risk assets? Why are risk assets rallying? In this video we talk about various views, the nuances of the views, and ongoing changes in economic data to watch to better identify the changing probabilities of a soft vs. hard landing. Video by Benjamin Cowen.
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