The Rotation Report

The Rotation Report

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The Rotation Report
The Rotation Report
The Consumer Report

The Consumer Report

Aaron Jackson
Mar 21, 2024
∙ Paid
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The Rotation Report
The Rotation Report
The Consumer Report
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Good morning!

One big thing that stood out from the Fed yesterday is they’re going to slow the balance sheet runoff. They apparently want to be even looser with policy. Why?

Maybe we need to win th…

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