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January Recap

January Recap

Economy is strengthening and earnings are strong, but the market has discounted much of this good news. Read our recap of January’s¬†economic and market activity. Highlights include:

  • Global Growth Accelerates
  • Tax Cuts are great for Corporate Earnings.
  • Inflation is Accelerating.
  • Volatility Returns to the Market
  • Yields Head Higher
  • Mortgage Rates Starting to Rise
  • New Import Tariffs on Washing Machines and Solar Panels

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