Larger narrative is Fed “disinflation” is a massive course correction. Strong Jan equity returns borrowing from Feb, but dip buying still makes sense. (by Fundstrat) The January jobs report was strong = Fed wary, but also means US not in recession = good The strong January jobs report (+517k vs 188k expected), along with strong JOLTS (aka job openings) and…
Fundstrat: Flash In Macro Strategy
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