reasons so number one you know the fed |
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the second thing is we think earnings |
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26 |
3.041 |
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the economic data and then the third |
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rates and well i think you know one of |
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back in history 11 out of 12 tightening |
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cycles since 1950 wolf |
4.159 |
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of nine percent so as mark twain said |
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know four or five months from now it's |
3.28 |
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and if you look at the last 12 years the |
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all every year except for 2018. |
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it just so happened in 2018 equities |
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sold off at one point 20 |
5.6 |
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that's been for the last 12 years and |
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going to be the fed hawkish for two |
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months or three months |
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forecast for 2022 in totality at about |
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2.8 and a growth forecast at four |
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point that that eric brought about 2018 |
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has ballooned to 8 trillion they would |
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have to do 4 trillion of quantitative |
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settles between two and a half and three |
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two and a half and three
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one of the big contributors to what |
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one of the better things for the |
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when inflation gets closer to their two |
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about a further five percent down for |
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is is that i think going to 4 000 or 4 |
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100 um is is very very real and very |
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