No One Is Bullish – It May Not Matter … Yet
July 18, 2022 Good morning, Persistent “sticky” inflation, the Fed’s higher for longer rate hikes to combat it, and the likelihood the economy falls into a recession as a result, if it isn’t in one already, is the only narrative on investors’ minds currently. And yet, the equity market (in S&P 500 terms) rallied 2% […]