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Weekly Commentary | April 2, 2023
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Weekly Commentary | April 2, 2023

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Yield Hunting
Apr 03, 2023
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Weekly Commentary | April 2, 2023
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Macro Picture

The major equity indices posted solid gains in a quiet week with the S&P up 2.6% over the last week.  Energy was the best performing sector.  The market is starting to look past the Fed hiking cycle but in five of the last 6 episodes of a Fed pivot since 1982, equities performed poorly when the economy subsequently entered recession.

Banks r…

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