While there are plenty of events and fundamental data points worth considering, we find many remain fixated on the Fed’s next move and S&P 500 price. These factors appear to be dictating narratives and positioning. On that score, last week brought further risks to the consensus 4Q rally view. Fed is unlikely to come to the rescue proactively…With the Fed…
Morgan Stanley Weekly Warm-up: Fed and Price Continue to Dominate the Narrative
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