2024-06-19 01:27:46 ET
Summary
- Macroeconomic insights for portfolio positioning.
- US Consumer data is holding up for now despite significant challenges like high interest rates, inflation and skyrocketing debt.
- Market indicators also continue to suggest bullish trends. They, however, are becoming increasingly concentrated and volatile.
- Major macro risks -- war, inflation, interest rates, oil prices, etc. -- continuing to exist.
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Looking Forward: A Macroeconomic Synopsis Useful For Portfolio Positioning