China’s Sluggish Recovery, Hire Education, and Soft Landing Save? 8/11/23
The Exchange
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The Market Could Chop From Here the Rest of the Year
Stocks may stay choppy here the rest of the year, depending on what the Fed does. Financials and energy are two areas of interest to us on our equity team. Most macro models that I know would never say that Fed rate high hikes are inflationary.
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