Staying Long Nominal Growth

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Welcome to our official publication of the Prometheus ETF Portfolio. Our primary takeaways for last week are as follows:

  • Markets moved to price-tightening liquidity conditions last week.
  • Treasuries rose last week as economic growth came in marginally weaker. However, this weakness was far from consistent with the degree of weakness required to elicit the four interest rate cuts priced into the market.
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