• The narrative has definitely changed about what the Fed will do very recently.  This doesn’t mean that they’ll definitely cut by 50 bps, but it does mean that the markets are now expecting a much more dovish Fed…even if they go 25 bps.
  • One important tech stock spent much of the second half of the summer underperforming.  However, it’s recent action might be telling us that it will outperform quite nicely in the weeks and months ahead.  

 

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