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banyan tree investment group

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  • ‘Don’t fight the Fed’ – Macro update
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  • ‘Don’t fight the Fed’ – Macro update
    • Opinion

    ‘Don’t fight the Fed’ – Macro update

    “Don’t fight the Fed” as you are being paid to take risks. Your investment thesis on asset classes at this present moment will be to follow the Fed (or central bank) dollar. Moral hazard is too costly it seems, and the latest unprecedented stimulus measures announced by the U.S. Fed in corporate credit markets highlights that the “whatever

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