MACRO MARKET PERSPECTIVES
WHERE THE RUBBER MEETS THE ROAD: MONEY AND ENERGY HOLD STEADY THE CONFLICT IN IRAN: THE SOONER WE STABILIZE THE SOONER WE GROW UNEVEN INFLATION, RISING OIL PRICES AND FADING HOPES FOR RATE CUTS OUR INVESTMENT COMMITTEE’S TOP PREDICTIONS FOR 2ND QUARTER AND KEY TAKEAWAYS FROM 1ST QUARTER