In a nutshell: Under the weight of rising geopolitical uncertainty, global trends are not what they were a few months ago. The U.S. economy nonetheless remains in good shape with probabilities pointing to no recession on the near-term horizon. In the meantime, inflation is picking up at a healthy enough pace to justify at least 3 Fed rate hikes this year.
As long as this picture remains (and we'll monitory it closely), market volatility -- for the investor (as opposed to the trader) -- will be volatility to ignore.
Here are the titles to this month's entries thus far:
click to enlarge....
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