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Charlie Bilello’s Midyear Market Outlook

Charlie Bilello’s Midyear Market Outlook

Charlie used historical perspective and market data to help advisors better understand where what’s changed over the past few months, which charts and signals matter most, and what to watch heading into the second half of the year.

We discussed:

  • Why markets have remained resilient despite ongoing uncertainty
  • How the AI trade has shifted from speculative cycle to market foundation
  • What changing rate expectations mean for stocks and bonds
  • International vs. U.S. market leadership and sector rotation
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