Good morning and welcome to the Weekender for Saturday, October 1, 2022. Since the month of September closed on Friday, this Weekender also constitutes our October House View. The purpose of our House View is to clarify our view of the likely path for markets in the months and years ahead. We publish the House View as the first Weekender of each month as a means of course correcting the path as data reveals what may lie ahead.
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