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Sign In(1) Backward vs forward looking P/Es. (2) Too bearish vs too bullish. (3) Stay bullish as long as no recession in sight. (4) Stripping down the Blue Angels into a noise-to-signal model. (5) Fed’s Williams is passionate about r-star, and wouldn’t mind higher inflation. (6) Fed Chairman Powell claims he isn’t worried about impact of tightening US monetary policy on EMEs. (7) So why did he give a speech on the topic?
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