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Head of Research
The Oct CPI report is better than appears at first glance. And we think this is supportive of stocks continuing to rally into year-end, albeit...
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The Sept Core CPI came in at +0.31% vs Street +0.26%. This is higher ("hot") than expected. But we think this report will have little...
The Sept jobs report came in better than expected at +254k versus the Street consensus at +150k. This was a clean beat driven by restaurants...
YEAR-END DYNAMICS: 3 FUNDAMENTAL FORCES IMPACTING STOCKS ▪ Fed launches easing cycle ▪ China economy and markets inflecting ▪ Post-election economy and cash on sidelines...
The August CPI release today is better than it appears. Core CPI came in at +0.28% MoM, which is well above Street consensus of +0.20%....
Attached below is our latest marketing deck and the message remains the same. Equities choppy until Election Day but conviction high we finish 2024 strong...
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