What to watch in stocks in July 🔎

July 12, 2024

Good Afternoon, Insiders!

Welcome to the first macro update of this month. There have been significant developments in terms of inflation and labor market data, which indicate that the Federal Reserve may have enough data to begin reversing its policies. This note will cover some of the latest macro developments and discuss if the large cap driven S&P 500 rally has further room to run this year.

Market Outlook

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