AUTHOR
Mick Weinstein
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Whipsaw market action could be in store ahead. Here are the three survival tips you need:
Over the last week or so, the money and bond markets have been greeted with a plethora of news, both geopolitical and economic in nature. At the same time, investors have also been provided with ‘fresh’ macro news that has provided insights as to how the economy was performing about mid-way through the first quarter.
By one measure, this market still looks on the pricey side
With Fed policy remaining highly data-dependent at this stage of the game, getting policy to neutral is a good starting point. If the upcoming employment data doesn’t improve, or gets worse, in the months ahead, then the voting members will more than likely front-load their rate cuts and get them in before year-end…then on to 2026.