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Recession-Hard/Soft Landing

Resilient US Consumption, Moderating Inflation…
On Eurozone Inflationary Pressures…
A Pyrrhic Victory? A…

Stocks should continue to rally in the near term, but investors should prepare to turn more defensive towards the end of the year in advance of a recession in 2024.

Will The ECB Hike Again?…
US LEI: Signal Or Noise?…
US Small Caps: Will The Rally Be Reignited…
JOLTS: A Cooling US Labor Market…
Will US Data Deliver More Strong Positive Surprises…
Tokyo Headline CPI Inflation Dips Below 3…