Stay Balanced in an Uneven Macro Environment
January 31, 2024
U.S. corporate earnings are positive, but rich valuations and optimism about rate cuts could limit upside potential for U.S. equities this year.
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GLOBAL PERSPECTIVES weekly
Stock and bond markets tumbled for the week
Mixed economic data and less urgent rate cut talk from the Fed drove U.S. equities and bonds down for the week.
April 8, 2024