
The Kick-off to Earnings Season 7/10/23
Halftime Report
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The Market's Going Up in the First Half of the Year
The bear case is that you've got sort of lackluster growth, inflation's really sticky. The market's gone up a lot in the first half of the year. But right now I just see the data getting weaker and weaker, which to me puts a lid on rates. Therefore allows for the market to continue to rally.
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