
Markets and Economy Falling rates and rising earnings may be a potent mix for markets
Economic and earnings data continued to point to a relatively Goldilocks backdrop for stocks and other risk assets.
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Economic and earnings data continued to point to a relatively Goldilocks backdrop for stocks and other risk assets.
Although the labor market began to slow, it’s not yet signaling a recession. Anchored inflation expectations may mean a rate cut is imminent.
Markets pressed higher despite seasonal weakness, new tariffs, elevated valuations, and noise surrounding the Federal Reserve’s independence.
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