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Really solid digest. The FPI withdrawal angle is particularly intresting, it mirrors what I saw durign the 2022 Fed hike cycle where outflows preceded sharp re-entries. The "buying opportunity" expert quote captures that contrarian timing well.
Really solid digest. The FPI withdrawal angle is particularly intresting, it mirrors what I saw durign the 2022 Fed hike cycle where outflows preceded sharp re-entries. The "buying opportunity" expert quote captures that contrarian timing well.