Matthew Peron, Chief Investment Officer Paul Single, Managing Director, Senior Portfolio Manager Steven Denike, Portfolio Strategy Analyst
Much of the extreme gloom of August has evaporated, and the market is once again seeing a "half-full" world. The saw-tooth pattern we've seen this year is typical of a late-cycle environment where uncertainty surrounding policy and mixed messages about the expansion's sustainability cause market sentiment to swing strongly between pessimism and optimism.
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