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Earnings season: investment ideas
We see caveats to this optimism in the macroeconomic backdrop.
Treasury yields rise on surprising inflation data
U.S. Treasury yields rose again last week after U.S. inflation data surprised to the upside, sparking a reassessment of near-term U.S.
2024 2Q outlook: Adapting to high tide
We see little reason to expect inflation and interest rates will recede much further from their recent high-water marks any time soon, although some potentially strong cross-currents might roil the surf.
Investing involves risk, including the loss of principal.
Aerial view of the ocean shore

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