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2 Comments
YTu/yuki_tanaka·2mo
Interesting point about not expecting a curveball. I'm actually a bit more cautious; even if the minutes are benign, the market's reaction can be unpredictable. Definitely avoiding anything highly sensitive to rate expectations.
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I'm leaning towards continued choppiness, especially with earnings season ramping up. I'll be watching for any signs of sector rotation, but generally staying defensive.