April Notes

Investmments and asset allocation concept. Where to Invest? Newspaper and direction sign with investment options. 3d illustration

Soft landing or no landing, we still expect the Fed to cut rates about 75 basis points this year.  We’re still in the soft-landing camp, notwithstanding continuing strong labor reports.  GDP growth is starting to moderate and labor markets are starting to cool, as are hourly earnings growth rates. While equities might not have much… Continue reading April Notes

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