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In 2024, Expect Lower Interest Rates & Lower Inflation

As we entered 2023, households were still flush with the cash from government handouts, the economy was healthy, the federal government was still running a significant.

Will Santa Rally Us Until The End Of The Year?

With Christmas just a week away and many people taking time off in the coming weeks, I expect things to gradually slow down as the week progresses.

Why Is The Fed Discussing Rate Cuts With A 3 7% Unemployment Rate?

The crucial pivot for markets is rate hikes from the Fed are over, and the conversation has already shifted to the appropriate time for policy easing. The challenge is that a soft landing is far from assured, and much good news has been priced into stocks.

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