We need to look at Europe/Japan, U.S. SMID, and cyclically oriented sectors, notes John Davi. He talks about how real rates will be higher and stickier for longer. He then goes over how crowing into semi and large cap tech doesn’t make Astoria Portfolio Advisors bullish. He previews the next FOMC meeting which is to take place from September 19-20. He looks at the chances that the Fed is done raising rates. Tune in to find out more about the stock market today.
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