Market comfort….MSFT messaging…ACN smoke…AMZN bluster…Cloudflare Birthday…SaaSTR the conference that actually mattered.

Take-Aways…… Judging by the markets calm action it seems that now……..50bpts is now all good….get on with it/lets make this soft landing official! The Fed language should be about making a move that begins to right-size policy vis a vis real interest rates……and registers that doing something for the labour market early is the right...

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