Paul Harris' Top Picks: March 2, 2023
BNN Bloomberg
Top picks from Paul Harris, partner and portfolio manager, Harris Douglas Asset Management
FOCUS: North American and global large-cap
MARKET OUTLOOK:
The U.S. Federal Reserve and other central banks reiterated that the priority remained the fight against inflation rather than the support of economic growth. Fedspeak has been notably hawkish and the market is repricing expectations with the belief of a “higher for longer” position from the Fed.
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