Scott Bauer and IKBR: Rate Hikes, Sector Rotation, and AVGO
September 4, 2026
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August 30, 2026
The Week Ahead: MORE WORK TO BE DONE
This week, Nvidia (NVDA) and tech positivity sustained market gains despite losses on Friday after Federal Reserve Chairman Kevin Warsh spoke and September interest rate-hike odds nearly doubled. INFLATION EXPECTATIONS MUST BE ‘CLOSELY MINDED’ It was his comments on inflation that arguably went the furthest to meet what some had seen as a gap in […]
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