Announcement
Super Grannies and Market Update – June 30 Webinar Cancelled

Expecting a softish jobs report to start September macro data. Overall, see inflation risks to downside = upside for equities

We publish on a 3-day a week schedule:

– SKIP MONDAY <-- Labor Day Holiday
– SKIP TUESDAY

– Wednesday
– SKIP THURSDAY
– Friday

Today's note will include a short video update. We discuss: Why we expect markets to gain 2%-3% in September, supported by falling inflation and softening labor markets.  The key to watch is Fed fund futures and 10-yr yields.  But the probabilities favor an up month given the soft August and the YTD gains already (Duration: 7:05).

https://vimeo.com/859994613/1...

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