Private Wealth Insights
Market Commentary Insights
Different consumers, different sentiments
Rotation among sectors healthy; manufacturing bottoming
The consumer is the driver
No real or nominal reason to cut rates, but clearly somebody is telling Powell to cut
Higher is staying longer
No change in the Walls of Worry: inflation, stagflation, slow down, etc.
Are jobs plentiful?
Status of your balance sheet
Mag 7 catch breadth and let the little guys catch up
Momentum justifies higher returns later this year