- 20 Jul 2023
- Tandem Investment Partners
- News
- Comments: 0
In this commentary, we discuss the surprising strength in US equity markets which was concentrated in the largest technology stocks. The Federal Reserve seems to be nearing the end of its tightening cycle and consumers are starting to show signs of slowing down. Earnings growth continues to be challenging for many companies as margins are squeezed.
Please read the Second Quarter Market Commentary for more information.
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