Weekly Commentary | January 29, 2023
Macro Picture
Stocks continue to rise on 'soft landing' hopes. The markets are now up BIG in 2023 with the Nasdaq up over 11% already in four weeks. The S&P is now up 6.1% and Dow is within 6% of it's all-time highs.
We had a large amount of macro data this past week, especially on Thursday and Friday. The economic data signals were fairly mixed with P…



