Although all eyes are on China, Brexit, and Hong Kong – we think it is a great time to remember why we really believe the market and offense should do well heading into 2020. The street is finally realizing there is a generational change taking place in how the Fed views inflation risk. This is probably a good time to review what we wrote in July on the topic. Bottom line – We expect a much more dovish sounding Fed going forward. Please read what we wrote in July on the topic by clicking HERE.
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