“We’re seeing a degree of [economic] resiliency,” Stash Graham says, which he adds has been “the story of the United States for the past few years.” While the unemployment rate is rising, he says it isn’t enough to “tip the economy over into a hard landing.” He explains what he’s watching in inflation reports and what he expects ahead, including housing disinflation. He sees opportunities in regional banks, anticipating multiple rate cuts next year. Stash is also looking at communication services and information technology, but warns investors to be careful in their selections.

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