Private Wealth Insights
Market Commentary Insights
Still no need for rate cuts
Not sustainable
Plenty of bricks in the Worry Wall, but keep climbing
Different consumers, different sentiments
Rotation among sectors healthy; manufacturing bottoming
The consumer is the driver
No real or nominal reason to cut rates, but clearly somebody is telling Powell to cut
Higher is staying longer
No change in the Walls of Worry: inflation, stagflation, slow down, etc.
Are jobs plentiful?