Private Wealth Insights
Market Commentary Insights
A receipe for more inflation…
Rates are fascinating
Fed starts buying more Treasury bonds in June – trying to lower rates without hiking
Needed consolidation for markets; no change from Fed this week
Financial Literacy
Wrong way rotation as tech “catches down” to other sectors
Bigger part of the economy than you think
Still no need for rate cuts
Not sustainable
Plenty of bricks in the Worry Wall, but keep climbing