Rod Smyth
Rod Smyth
clearly core data debate decision fed help inflation market numbers raising remains resolve stop until whether
We're in a market that is clearly in a little short-term decision box. It's the debate whether core inflation remains low, which allows the Fed to stop raising rates, or whether core inflation is not able to be contained. We'll get a progression of data and numbers that will help resolve this somewhat, but until then, we're in the box.
concern economy federal overdo reserve
Our concern we have about the economy is that the Federal Reserve may overdo tightening.
bull market
The story of the bull market has been very much a story of underperformance by mega-cap stocks.