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Time for stocking up on defensive positions
Equity markets ho-ho-hold on to Santa rally.
Treasury yields rise, awaiting inflation data and the Fed
U.S. Treasury yields rose after the prior week’s rally, amid strong labor market data.
2023 4Q outlook: Stay in the game
While concerns around inflation, monetary policy, and recession continue, an important variable has changed: We are now further along in the economic cycle, with the game clock running down.
Investing involves risk, including the loss of principal.
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