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The Q2 edition of Risks and Opportunities was just released. Our theme is “The Last Mile”. This edition carries over many themes from the first quarter, we dive into what the financial markets are telling us as inflation subsides and the Fed starts to slow its interest rate campaign.
Our three big takeaways this quarter:
The US consumer is incredibly resilient.
A recession is much less certain than last quarter.
Interest rates are expected to remain higher for longer.
Download the full Q2 market report and feel free to contact our team with any questions at email@example.com!