Halftime Report 2023 🏈
A bullish 1H rebounds from 2022’s losses. Heading into the 2H, we see markets moving on rate hikes, recession expectations and AI.
A bullish 1H rebounds from 2022’s losses. Heading into the 2H, we see markets moving on rate hikes, recession expectations and AI.
Mixed retail data shows consumer confidence cooling
Runaway peaking inflation rally hits a wall. Still early innings for #RisingYields as markets reevaluate #RecessionWatch impact.
Strong July rebound as markets rally on peaking inflation sentiment. The next bull market or just overly optimistic?
Halftime 2022-we’re down -21% YTD with a recession looming. Where do we go from here?
With Fed opting for speedy #InflationFears easing, the optimistic #RecessionWatch economic soft landing is looking likely out of reach.