We’re very focused on housing and real estate issues Housing issues could make inflation stickier Consumers really supporting economy, household balance sheets solid too This …
Fed still has not achieved its 2% inflation target Economic conditions are very strong The Fed has made progress in lowering inflation and cooling the …
Fundamental Overview The Nasdaq managed to extend the rally into a new all-time high recently. The conditions for further upside in the index remain in …
Fundamental Overview The S&P 500 managed to extend the rally into a new all-time high recently. The conditions for further upside in the index remain …
Monetary policy is very restrictive, weighing on supply capacity and investment No reason to disagree with market view that neutral rate is around 2.50% to …
Fundamental Overview The Russell 2000 has been underperforming the other major indices recently and failed to extend into new highs. The conditions for a strong …