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The "Trump Bump" Collides With Hawkish Fed Policy

 

 

Tematica Research’s Mark Abssy takes a look at what happens when the “Trump Bump” runs into a Hawkish Fed.

Additionally, previews of Trump’s cabinet are starting to have some real impact on certain markets, not to mention the outright euphoria that is happening in crypto-land. Looking ahead, it’s a light week on economic data but a number of retail names and a variety of tech will be reporting so we’ll be paying attention there.