Macro Matters
Photo by MattZ90/iStock via Getty Images
There is a lot of economic news out there to digest. Unlike the first half of the year, which seemed to be more about the capricious tradewinds of momentum and less about the underlying fundamentals, what happens in the second half could largely be a function of those monthly jobs, inflation and related numbers. They will be influencing Fed deliberations on monetary policy as well as guidance from corporate management teams on how we should understand the…
