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Interactive Advisors
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Looking backward doesn’t tell us what will happen next
Early in the week, markets notched steady gains as investors awaited key economic indicators and monitored ongoing trade discussions. Megacap tech names—particularly AI chipmakers—led the broader market higher, as sentiment stayed bullish on prospects for a U.S.-China trade deal.
We’ve now had four straight quarters where more companies have lowered guidance than raised.
Unemployment is not an issue, but inflation is. The “dual mandate” is now a single mandate.