Test
Economy
Almost disinflation, almost sector rotation, but not yet — Week of July 15, 2024
<p>Fade the CPI print higher in the fall</p>
Economy
Narrow and waiting — Week of July 8, 2024
<p>Earnings need to support this year’s price gains.</p>
Economy
Only 30 new highs this year — Week of June 17, 2024
<p>Who invited just the NASDAQ and S&P 500 to the party?</p>
Economy
Fed on hold, inflation calling — Fed Meeting of June 12, 2024
<p>CPI dips this summer but Fed knows it<span style="font-family:"Aptos",sans-serif;font-size:11.0pt;">’</span>s not dead</p>