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Open original source ↗gov shutdowns = bullish bc in the future gov will reopen and we must price that in
gov reopening = also bullish bc gov is open and spending goes back to normal
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These are the quoted author’s words.
unemployment high = bullish bc fed will step in unemployment low = bullish bc economy is robust and strong Delay rate cuts = bullish bc in the future there will be rate cuts thus the market can price in future cuts rate cuts = bullish bc rate cuts are bullish war = bullish bc we have to produce and spend more ending war = also bullish
Pentosh1 ↗