There seems to be commentary in the Financial press that somehow weakening economic data is bad for the market. In our view, nothing could be further from the truth. Our whole bullish story we have been highlighting is that more dovish Fed policy (neutral/lower rates) should drive stocks to new highs over coming months as long as there is not an inversion of the yield curve that causes a shutdown in credit and recession. At this point, there is still no recession in sight.
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