In this month's update, Columbus Macro CEO Craig Columbus discusses how markets interpreted news from Jackson Hole as a dovish signal on the increased likelihood for near-term easing. Mr. Columbus then details how nominal U.S inflation has remained in check. The video concludes with a review of the catalysts behind the recent rotation to mid and small cap stocks.
The views stated in this letter are not necessarily the opinion of Cetera Advisors LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results.
Craig Columbus is not affiliated or registered with Cetera Advisors LLC. Any information provided by Craig is no way related to Cetera Advisors LLC or its registered representatives.