> the growth momentum will not fade away and the Fed does not act for some time - bullish for the market over the IT;
> the Fed will start heading towards a more hawkish path quite soon - bearish for the market over the IT.
We might get more clues after the FOMC on March the 15th.
1 comment:
Thanks for the Update! Sounds like IT bull will be extended until 3/15 or at least we are on sideway until then.
Tony
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