If we enter into a recession (or are in one now), what implications would it have for the stock market? The chart below helps answer that question.
Strength in the labor market allows the Federal Reserve to continuing tightening monetary policy to reduce inflation. Look for rates to keep climbing.
Even index funds have become active managers. But those of us who have been in the industry long enough recognize what's going on here.
A lot of market strategists talk a lot about the CPI. In our view, Rareview's commentary on Fed policy and the economy is the greatest of all time.