MRB on MarketWatch and Morningstar – April 10, 2024

The strength of the U.S. economy has continued to surprise even stock-market bulls, consistent with our view said Phillip Colmar, managing partner at MRB Partners. All the economic data has come in stronger than expected. We are seeing a pickup in manufacturing activity; the services sector is strong; we’ve even seen a pickup in housing, which is interest-rate sensitive.

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