The Daily Equity by @DinariGlobal The whole market is bearish on September, Fed, AI headwinds, seasonality. Tom Lee's take is that pessimism is exactly the setup for a positive surprise. Andy and Rob agree. Despite all the negativity, "we're not going down, we're establishing at these higher levels. It's very similar to the market profile we saw at the lows." Their base case: the Fed holds at the September 15th FOMC, and the Treasury's long-end buyback ramp lands next week.
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