After the election Inflation and interest rates will be what moves the market most barring any unforeseen negative geopolitical events.
Most of the FED rate hikes have already been factored in so that will help the market into year end.
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Agreed that inflation is the biggest factor here. Disagree rate hikes factored in, why? Inflation is pesky, if you don't kill it on your first try it comes back stronger - lesson Volcker 70/80s that Powell knows. We haven't seen "PAIN" yet, rates are going much higher.
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