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MRKT Call: Summer Stock Market Vibes

RiskReversal Pod

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The Effect of Summer on Stock Returns

Summer is rivaling winter as some of the best returns in risk assets. Lowest trading volume is in September, which also happens to be the month when you see some of the lowest stock returns. I think that if there's an unexpected move by the Fed, for whatever reason, it feels to me like it happens more in fall.

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