The Fed will continue to raise rates but will not permit their balance sheet to contract in any significant way. I don't believe the markets can endure both headwinds without a significant event occurring.
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Tariffs Did Not Cause U.S. Trade Deficits
The Fed will continue to raise rates but will not permit their balance sheet to contract in any significant way. I don't believe the markets can endure both headwinds without a significant event occurring.
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