Let’s Play a Game of Concentration
Stock market concentration is the worst since 1980
Highlights
• Stock market concentration is the worst since 1980
• Nowcast models show growth estimates “catching down” to reality
• Powell puts a September rate cut into play
• Bond markets are reacting to a potential GOP sweep
Keep reading with a 7-day free trial
Subscribe to Early Morning with Dave to keep reading this post and get 7 days of free access to the full post archives.