The market is moving from a powerful earnings season to a two-sided macro debate, with rates at the center. Expect choppiness but view weakness as an opportunity.
View seasonal choppiness as an opportunity. With the S&P 500 flat since June and valuations and sentiment resetting, the risk-reward is improving, particularly in tech.
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Market views heading into the week highlight what we're watching and important news ahead.
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
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