This week, CEO Eric Boyce, CFA discusses: 1. March consumer prices were higher than expected and producer prices were softer than expected, making for a wild ride in the investment market this week. 2. Expectations for rate cuts decreasing, leading to stronger dollar, higher 10-year treasury yields, and higher mortgage rates. 3. commodity prices accelerating, including industrial and precious metals 4. consumer and small business optimism continue to be subdued 5. small caps, industrials, quality and diversification across foreign asset classes should prove beneficial in the months ahead.
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