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Jobs Data, Portfolio Rebalancing

Jobs Data, Portfolio Rebalancing

As markets transition to the fourth quarter, we’ll get the last monthly jobs report before the midterm elections. At a Glance Investors should brace for quarter-end and month-end portfolio rebalancing. Institutional investment managers tend to use these calendar checkpoints to re-evaluate their portfolios. In practice, this often means taking profits on the period’s best-performing assets…Read more

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Jobs Data, Portfolio Rebalancing

Why a Ban on Diesel Exports Would Backfire

Why a Ban on Diesel Exports Would Backfire

The Allure of Lower Prices Consumers have been focused on the cost of living for years now. Although inflation has cooled from its 2022 peak, affordability concerns remain top of mind for voters and will likely be a powerful influence on elections. This is especially true of highly visible expenses like gas, rent, and groceries. …Read more

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Why a Ban on Diesel Exports Would Backfire
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