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Tag: inflation

  • 2023 Macro Model

    As the market waits for Fed rate cuts we are increasingly seeing signs of change in the global growth-inflation tradeoff. The pricing in the bond market is at odds with the pricing in the equity market. The dollar will decide who wins.

  • 2022 Macro Model

    All eyes are on the 2-year Treasury as we head into 2023.

  • 2021 Macro Model

    Cedars Hill Group’s 2021 Macro Review sets the foundation for building portfolios in 2022.