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Jobs Comes in Well Above Consensus, Diving Into Different Views of Our Research Departments

Good Evening:

Markets had a strong week after the 4th of July holiday although light volume during peak summer vacation time likely kept a lid on big moves. The market has quietly drifted up 5% in the last three weeks which has been among the longest uninterrupted rallies of 2022 so far. There is some reason for hesitance as to whether THE bottom is in yet. However, given the persistence of selling and the scale of multiple compression there seems to be an improving risk/reward for stocks given h...

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