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Morning Brief — September 18, 2026

Markets absorbed the first Fed hike better than feared, with stocks up and yields easing — the expansion case holds but financial conditions stay restrictive. Base 50%, Bull 20%, Bear 30%.

Morning Brief — September 18, 2026

Markets absorbed the first Fed hike better than feared, with stocks up and yields easing — the expansion case holds but financial conditions stay restrictive. Base 50%, Bull 20%, Bear 30%.

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