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Islands in the Stream
We remain constructive through year-end as inflation remains key and, we believe, on a glidepath lower.
The market is struggling with a downtrend, and an oversold bounce is likely, but whether it will turn into a new uptrend is the key question.
Here's why we believe 'higher for longer DUE to higher GDP' has a more dovish tone, and remain constructive for the rest of the year.