Private Wealth Insights
Market Commentary Insights
Consolidation continues; job growth not fast enough to push Fed.
A pretty good May, rally still in gear.
Recovery rotation continues; Fed now only two steps away from taper.
Consolidate and rotate – typical post-earnings pause; but inflation? Higher for longer.
Lousy April jobs number will get repaired in coming months; consolidation and rotation in stocks continues.
Markets in tune with history; earnings season going very well.