Thematic data points, musings and other fun stuff.
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Following yet another record close for the S&P 500 and the Nasdaq Composite, both market barometers remain in overbought territory ahead of Fed Chair Powell’s semiannual address to Congress that kicks off at 10 AM ET later this morning. Tho...
### Recent Thematic Signals
Housekeeping! \- Because US equity markets will be closed on Thursday for the Independence Day holiday, the next edition of Thematic Signals will be published on Monday, July 10.
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