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Bloomberg Businessweek
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The Fed's Hike, Skip and a Jump
Small caps are not leading the way as they have done six of the prior times going back to 1980 for the Russell 2000. This time around, we're up only about 11% versus the 21% for the S&P 500. There's another story on Bloomberg talking about the disconnect between stocks and bonds suggesting a 20% downside risk for equities if bonds are right in pricing inflation volatility.
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