The Week That Matters (4th-8th July, 2022)

"Leadership is an action, not a position." Donald McGannon

Jul 10, 2022

∙ Paid

This newsletter continues to be constructive about the market.

Is the Fed threading the needle?

The job report on Friday was good. Payroll employment rose 372,000 and wages increased 0.3%. That’s not too hot but that’s not too cold! The Fed must reduce demand while keeping people gainfully employed. It’s a tightrope but they seem to be navigating it ok s…

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