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FOMC Preview: Skip, Pause, or Hike? | Weekly Market Commentary | June 12, 2023
The Federal Reserve (Fed) meets this week where it is largely expected to not raise short term interest rates for the first time in 15 months. However, Fed messaging has been all over the place in recent weeks.
Closing Out Our Equities Overweight | Weekly Market Commentary | June 5, 2023
Stocks have had a nice run, but at higher prices, the bar for further gains gets higher.
How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023
Mega-cap stocks, which have outlier market capitalizations and are often referred to as ‘the generals,’ have made an impressive comeback this year.
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