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There's a Big Disconnect Between Interest Rates and Risk Assets

But is it because of the Fed or the economy?
relates to There's a Big Disconnect Between Interest Rates and Risk Assets
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Risk assets have rallied and the U.S. dollar has sold off since Federal Reserve Chair Janet Yellen struck a dovish chord in her Mar. 29 speech.

Investors can be forgiven for having a certain sense of déjà vu—they saw this play in October.