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Coverage, strength, recency, conviction and momentum.
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Newest calls at the top.
The speaker assesses the Federal Reserve's monetary policy performance, inflation trends, and the implications of macroeconomic data on the broader economic outlook.
JP Morgan CEO evaluates that markets are underestimating risks stemming from Fed policies and geopolitical tensions, noting these risks are not fully priced in.
The speaker states that she does not expect the Fed to cut rates in the near term given current economic data and internal disagreements.
The speaker analyzes the dovish tone of the Fed meeting, liquidity injection plans, and the desire to support growth.
Analysis is not available.
The speaker assesses the Federal Reserve's monetary policy performance, inflation trends, and the implications of macroeconomic data on the broader economic outlook.
JP Morgan CEO evaluates that markets are underestimating risks stemming from Fed policies and geopolitical tensions, noting these risks are not fully priced in.
The speaker states that she does not expect the Fed to cut rates in the near term given current economic data and internal disagreements.
The speaker analyzes the dovish tone of the Fed meeting, liquidity injection plans, and the desire to support growth.
Analysis is not available.