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rev_cap Avatar Rev Cap @rev_cap on x 27K followers Created: 2025-07-20 01:03:31 UTC

@hump_bear Agree it will be more of a surprise to equity people than fixed income

But those Core PCE levels are above the SEP and I don’t think unemployment will be at the target given supply side changes

If the Fed still messages cuts are coming despite this maybe stocks muddle through

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Related Topics stocks federal reserve inflation alternative investment fixed income rev

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