Palos Commentary

The Palos Perspective

A Weird Cocktail

In the week of July 12, the stock market headed into sessions where several dominant macro developments rarely converged—the start of the earning season, the

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The Palos Perspective

The Show Is Still on the Road

The week of July 5 was characterized by renewed Middle East tensions. Iran dangerously violated the ceasefire by attacking three commercial oil tankers, undermining the

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