Content for upcoming monthly market commentary
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AARON OLSON
There is a lot going on in the markets, government, and economy, and I just wanted to express my view that this upcoming edition should not feed into fears and worries, but, rather, attempt to calm worries.
Things I think should be addressed:
- Inability of economists to reliably predict a recession (statistics would help).
- Addressing the fact we haven't every really defaulted on debt.
- Lowering inflation
- Potential for a Fed pause to rate hikes.
- Good YTD market performance.
I don't think we need more "doom and gloom" and that it would be tremendously beneficial to show a positive side of things.
Brandon Brown
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Brandon Brown
We're 100% aligned. We always start from calm and positive as a counterpoint to the media narrative. We will talk about the Fed pause in the next two weeks in our timely messages. The futures market say 90% chance the Fed pauses. YTD market has been amazing. This is the most unloved bull market in history.