Notes from the Desk: First Quarter Scoreboard and Themes

Strong economic data coupled with a Fed that has largely minimized its inflation fighting stance has resulted in a solid start to the year for risk assets. Here is a scoreboard and key themes from the first quarter of 2024: Rate Backdrop Shifts from Aggressive Easing Expectations, but the Fed is Still Determined to Cut [...] The post Notes from the Desk: First Quarter Scoreboard and Themes appeared first on ETF Trends .
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