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Weekly Commentary | January 29, 2023

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Yield Hunting
Jan 29, 2023
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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…

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