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2023 Outlook Theme #1: Can the Fed Set Interest Rates to Cruise Control on “Raise and Hold”?

2023 Outlook Theme #2: 60/40 Portfolios Look Better Out The Windshield Than In The Rearview Mirror

12/31/2022 Focal Point: Will the Markets Get Rear Ended by the Lagging Economy?

Grimes IQ – December 2022

2022 Outlook Theme #1: Fixed Income has Broken 60/40 Portfolios in 2022

2022 Outlook Theme #2: Riveted to the Pivot

9/30/22 Focal Point: Will the Markets Call the Fed’s Raise and Hold Bluff?

Grimes IQ – September 2022

2022 Outlook Theme #1: Monetary Policy is Fed Up with Inflation

2022 Outlook Theme #2: 60/40 Knocked Off Balance

6/30/22 Focal Point: Hard Landing Versus a Soft Landing

Grimes IQ – June 2022

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