The number of negative narratives impacting the markets are well known at this point. And while long term views differ on the ultimate economic impact of a tightening Fed, short term opportunities do exist. Question is how short will those rallies be, and if they are the start of something more meaningful. After last week’s poor performance by the broader indexes, this week has been met with some cautious buying. Obviously inflation remains forefront to both the Fed (and investors), and today’s calendar was busy with speakers.
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