The markets got caught a bit flat footed by the changes to the Dot Plot and the Fed's hawkish tone, says Tim Holland of Orion Advisor Solutions. It seems markets think this spike in prices is transitory and we think that's right, he adds. He expects greater volatility when the Fed starts to move, so be broadly diversified. He thinks economic data, inflation, and the employment numbers are going to be the things to watch as we recover. He is especially watching the JOLTS number.
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