The Carter

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Money manager, market strategist, director of research. Personal views, not investment advice.

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Tweet May 20, 2023

In a strictly choreographed Q&A session with meticulously prepared remarks, Fed Chair Jerome Powell took two key consensus issues head-on in his appearance yesterday:

by The Carter

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Tweet May 15, 2023

The bank crisis is a MUCH, MUCH bigger deal than consensus believes. I would encourage all to really think about what Kashkari is saying here. Think about it in the context of the items to follow.

by The Carter

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