November Newsletter: Sawtooth Market Makes Perfect Sense

November Newsletter: Sawtooth Market Makes Perfect Sense

Summary: We continue to see the current market dynamic as representative of the tension between current conditions and corporate results (which are very strong) and expected economic growth which is being impaired due to 1) lapping tax reform, 2) rising interest rates, 3) inflation in labor rates, 4) slowing housing related metrics, and 5) potential disruption due to tariffs and trade disputes.

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