In this short video we discuss our tactical and fundamental view given the recent market rally driven by the recent slew of economic data reinforcing the hope for a sustained economic sweet spot. While the market has broadened out with the hustle of the Russell and wow of the Dow, better economic growth is going to make the Fed’s job tougher and keeps rates higher for longer. We believe Fed Chair Powell would rather be seen as Paul Volcker rather than Arthur Burns.
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