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Text duration start ents sentiment
they're butting heads with one another 2.559 Jump to 61.6
we just did a survey and we got 95 4.16 Jump to 73.92
    CARDINAL 95
been you know one i think that the 4.64 Jump to 111.92
was basically back to 2013 2014 highs 4.721 Jump to 142.319
    CARDINAL 2013
    DATE 2014
and late 2020 highs it's about the most 3.681 Jump to 144.879
    DATE 2020
one thing our trading desk told me this 3.12 Jump to 175.44
    CARDINAL one
a wild ride the past two and a half 2.96 Jump to 188.08
    DATE the past two and a half
in the headline that might be seven 2.401 Jump to 200.879
    CARDINAL seven
well one of the things our rate strategy 3.28 Jump to 211.28
how one of the big themes they see not 3.44 Jump to 216.56
    CARDINAL one
2022 but they think people are 3.2 Jump to 228.72
    DATE 2022
2023 and how high the fed could 4.72 Jump to 231.92
    DATE 2023
over the next say six months or so is be 3.921 Jump to 258.639
    DATE the next say six months or so
the first half of this year no one said 4.4 Jump to 279.28
    DATE the first half of this year
2022 3.2 Jump to 288.4
    DATE 2022
i think it's going to be a tale of two 2.88 Jump to 290.24
    CARDINAL two
halves so i think the first half of the 3.12 Jump to 291.6
    DATE the first half
reasons is one value cyclical small caps 4.399 Jump to 296.08
    CARDINAL one
consensus numbers are still at 3.9 4.48 Jump to 301.84
    CARDINAL 3.9
average is two and a half also typically 4.08 Jump to 306.32
    DATE two and a half
in advance of the first fed rate hike 3.84 Jump to 310.4
    ORDINAL first
in 2023 gdp is expected to cool back 4.64 Jump to 333.68
    DATE 2023
down to average type levels of about two 3.12 Jump to 336.4
    CARDINAL about two
think in the second half of the year 3.84 Jump to 341.28
    DATE the second half of the year
to growth i think first half is value 4.0 Jump to 355.36
second half is growth 4.32 Jump to 356.96
for the end of next year is still 50 50 4.0 Jump to 362.8
    DATE the end of next year
    CARDINAL 50 50
out um i would actually say second is 4.319 Jump to 382.72
    ORDINAL second
one to two months so if we do get a 3.44 Jump to 399.199
    DATE one to two months
secular growth is about 51 of the market 3.84 Jump to 409.199
    CARDINAL about 51