Published August 4, 2023
Here we are in the thick of summer, or perhaps the end of it, depending on where you live and when schools open (if you have children so involved). This week’s article is a bit more long-form, hardly the typical lightweight summer fare. We share JP Morgan analyst Michael Cemblast’s observations/thoughts on why markets have seemingly ignored recessionary economic indicators and blasted higher so far this year. (more…)