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Weekly Market Commentary
December 23, 2024
The Federal Reserve (Fed) is moving more cautiously in adjusting policy, and markets might have a hard time
resetting expectations. Throughout the latest press conference with Fed Chair Jerome Powell, equity markets
declined as investors were befuddled with the large upward revision to 2025 inflation forecasts; despite
disappointing inflation projections, the “vibecession” is over as businesses and consumers have become more
optimistic. We highlight pent-up demand for capital investment that could provide support in the new year.
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