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The Long Awaited Fed Pause is Here. What Does It Mean For Stocks?

Bulls, Bears & BS·Graham Summers, MBA·18 July 2026·25 min

About this episode

The Fed has announced it is pausing its rate hikes at a time when there is clearly too much froth in the system and core inflation remains at 5%. This week we delve into what this means for stocks and other risk assets. We also assess whether the U.K. is about to trigger a new debt crisis. Support the showThanks for listening! Follow us on Twitter and Instagram.