Video: Macro Minute: Heading into Sep FOMC rate decision, we see stocks rising with +25bp hike and a bigger rally if Fed holds

Video: There are times when market caution and trepidation lead to pricing in the bad news ahead of an event. To us, the selloff of stocks in Sept into CPI and now FOMC rate decision are creating a situation where any decision likely drives a rally. If the Fed hikes, this is priced in. If the Fed is on hold, it is a surprise dovish move. Thus, we are expecting a positive reaction either way. The best exposure, in our view, remains crypto: Ethereum and Bitcoin.

Please click here to view our Macro Minute (duration: 5:15).

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