Uncertainty and Momentum Portfolios Updates
December 10th, 2023 Update
Not much happened last week as we are entering an interesting week ahead. Next Tuesday 12th, 2023 we’ll get the official CPI reading for the past November. Expectations are for a number very close to 3% (Year over Year). If we touch the 2% number we might see some exuberance in the markets.
The problem is that the forecasting for the December CPi reading…
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