Globally, it’s setting up to be a very dynamic second half of 2024.

On markets monetary policy is in a back seat to the upcoming elections, and we’ve written over time. We do believe economic data will align for the Fed to begin lowering rates. It is likely to be unorthodox and a sign of the times and this entire cycle.

Thank you to Maria Bartiromo and the Fox Business News team for our time last week, along with a belated Happy Father’s Day to all.

Get your updates each week with Gregory (Greg) Faranello, CFA, Head of US Rates at AmeriVet Securities, Inc..