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Investment & Wealth Advisor
While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.
While markets tend to absorb military clashes quickly, the world’s complex web of financial ties makes the economic clashes a greater source of risk.
Policy adjustments will depend on the incoming data, but the incoming data might not be all that great, and this rate hike may be one of the last.
Investors will need to look deeper at earnings results for possible clues about the path forward.