The Bubble Is Bursting
www.earlymorningwithdave.com
The Bubble Is Bursting
And the Fed does not mind one bit
Highlights
The Fed’s “higher for longer” stance is all about taking the punch bow away
Semiconductor stocks are nearing a bear market
U.S. GDP, PCE inflation, and mega cap Tech earnings highlight a busy week ahead
Beige Book points to consumer frugality and receding pricing power
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