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Don’t Sell in May!

The US Federal Reserve operates with a dual mandate. Per Congress, they must pursue policies that support “stable price levels” (2% inflation), and full employment

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Blog
David S. Waddell

Redistricting Returns   

In keeping with our current framework that interest rate wiggles are noise for traders, while economic and earnings growth are news for investors, this week

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Blog
David S. Waddell

Pullbacks Welcome!

Markets sold off this week in reaction to a marginally hotter-than-expected CPI report that marked down the odds of a Fed rate cut in June,

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Man in suit holding hologram of a bank with arrows around it going up
Weekly Insights
David S. Waddell

Pow Pow Powell!

Markets leapt to new record highs this week as Chairman Powell and the FOMC left rates unchanged, maintained their outlook for three cuts in 2024,

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Weekly Insights
David S. Waddell

Dot Plot Plotting

Once a quarter, the Federal Reserve releases its Summary of Economic Projections (SEP).  This report contains FOMC member projections for the unemployment rate, inflation, and

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Stack Of Coins Next To An Upward Curve Symbolizing Rising
Blog
David S. Waddell

Appreciate the Appreciation!

Inflation re-acceleration poses the most significant risk to our optimistic outlook for 2024. This places market moving weight on each CPI, PCE and PPI inflation

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