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Tim Holland thinks that as long as inflation is under 3%, the Fed has room to continue rate cuts this year. He is optimistic about markets, citing a historically strong time of year, earnings, IPO & M&A markets picking up, and “animal spirits” abounding. He looks at potential market risks, but thinks the “conversation could pivot” towards a melt up.

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Holland: Bullish as Long as Inflation is Under 3%

Schwab Network

Holland: Bullish as Long as Inflation is Under 3%