** Note: Be on the look out for some summary comments from my two investment conferences over the past two weeks in a special version of Market Minutes **
This week, CEO Eric Boyce, CFA discusses: 1. Better than expected GDP report and the internal data behind it - especially consumption 2. Regional Fed survey data showing sluggish signs; global backdrop more favorable right now 3. Purchasing Managers data (PMI) stronger 4. Rates are more restrictive than short term rates would suggest 5. Equity market likely near-term oversold; Gold acting stronger
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