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3. Jeremy Siegel argues Fed needs to do 25-basis-point hikes because 50 would be a disaster:<ref>https://www.youtube.com/watch?v=Nhz4S2bz7G0</ref> | 3. Jeremy Siegel argues Fed needs to do 25-basis-point hikes because 50 would be a disaster:<ref>https://www.youtube.com/watch?v=Nhz4S2bz7G0</ref> | ||
* There was so much bearish sentiment, every piece of good news will create the rally we are experiencing | |||
* Markets hope the FED will give the message they are close the end, if they said more work to do still, markets will not react well. | |||
* Money supply growth at levels not seen since great depression,s is important to consider the consequences of that. | |||
* Worst yield curve inversion in 40 years, FED should not target to create an even worst inversion. | |||
== Meeting Results == | == Meeting Results == | ||
== Assessment == | == Assessment == | ||