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Market Ethos - 8 June 2026
Storytime
Expect narratives to drive markets in both directions as the sentiment or excitement oscillates. Late cycle can go on for some time and often sees some of the biggest moves.
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Investor Strategy - June 2026
Beneath the surface
Inflation is experiencing upward pressure, bond yields are trending higher, and the equity market’s pain threshold to these factors may prove higher than most think.
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