Market Opportunities Amid An Economic Rotation


By: Jeffrey Roach, PhD, Chief Economist & Lawrence Gillum, CFA, Chief Fixed Income Strategist

Opportunities abound in the markets, even during periods when the economy appears ripe for a regime shift. Recent growth metrics surprised to the upside, but leading indicators point toward some downside risk. In this edition of the Weekly Market Commentary, we examine potential opportunities amid a rotation in housing, buying patterns, and inflation.

Read the full commentary here: weekly-market-commentary-12.04.2023


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