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July Market Commentary  A Disinflationary Trend Re-emerges

July Market Commentary A Disinflationary Trend Re-emerges

June Recap and July Outlook At the FOMC meeting in mid-June, the story was the drop in expectations for multiple rate cuts in 2024 to potentially only one rate cut later in the year. However, positive data around inflation and labor markets appears to have counteracted market pessimism about the cautious nature of...

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