One of the most common debates on the desk (aside from where to get lunch….The Good Schnit was a winner today) is whether good news is actually good news or is good news bad news. For most of 2022 it was the latter but in recent weeks with the dream scenario of a soft landing, avoiding recession and inflation falling swiftly whilst the economy grows being dangled (putting them all together does make it look a bit fantastical), we’ve felt that good news has on the whole meant good news. U.S. ret…
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