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Inflation & Growth Both Receding

MRKT Matrix

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Is Pair of Twos a Great Hand in Poker?

The S&P 500 had an explosive rally after that small decline in CPI last month. The way we talked about that resistance of the uptrend, does it look feeble to you here? Like it would take a really weak number for this thing to bust out meaningfully above 4,000. And maybe we can kind of touch on rates here too.

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