Tag: investing
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Weekly Strategy Update — Portfolio Positioning (Week 6)
This week handed us one of those rare moments where bad news was genuinely good news, and the market actually believed it. September nonfarm payrolls came in at just 29,000 jobs against expectations closer to 90,000, unemployment ticked up to 4.2%, and wage growth slowed to 3.0%. Under normal circumstances that would be a red…