The Upside of the Equity Market

I think there's room on the upside and it's imminent. We've almost entirely priced out cuts this year. As long as the economic data stays decently strong or solid for another couple of weeks, maybe even another month, there's room in the equity market. There are parts of large swaths of the stock market that just don't trade well. I would be shocked if the Republicans vote this deal in right out of the gate.

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