Palos Commentary

Macro View

Issue 27 – Inflation Watch

The path of inflation will influence looming decisions by the monetary authorities about how high to lift interest rates. The year-over-year increase in the CPI

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Weekly Commentary

Issue 37 – The Fed Obsession

Throughout most of 2022 investors have been laser focused on the U.S. Federal Open Markets Committee (a.k.a. FOMC or the “Fed”) and the federal funds

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