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Strategy Report

Refining Our Views After Meeting Investors And Assessing Data

by Doug Peta, Head of Essentials  

We refresh our 2023 plan of attack to reflect the latest data and several rounds of discussions with clients in virtual and face-to-face meetings. We continue to expect a meaningful first-half rally in the S&P 500, despite revising our expected terminal fed funds rate 25 basis points higher.

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