On the interior, a fabric twenty dollar bill is printed permanently inside so the owner always has money.
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Interactive Advisors
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A radio appearance for the Atlas Capital manager.
“We are maybe in the fourth inning of a secular period of outperformance for U.S. assets.”
With Fed policy remaining highly data-dependent at this stage of the game, getting policy to neutral is a good starting point. If the upcoming employment data doesn’t improve, or gets worse, in the months ahead, then the voting members will more than likely front-load their rate cuts and get them in before year-end…then on to 2026.
Technical indicators point to emerging market strength