Monthly Investment Webcast: Cutting Through the Noise – August 2022

By May 31st, 2023 No Comments

Here’s what we covered in this month’s webcast:

  • The stock market has broadly tracked out the pattern of first-half weakness we laid out in our 2022 outlook. Do we believe the strength will continue into year-end?
  • Inflation data for July was encouraging. What could that mean for Fed policy and consumer confidence?
  • There are some signs that recession is possible in 2023. Do we believe a recession is likely, and what could it look like?


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