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September Abbot Downing Strategy Report

What Are We Looking For?



Congress is back from summer recess with a long list of important legislative "to dos" that must be accomplished in short order, or risk shutting the government down, defunding key programs, or defaulting on our sovereign debt. And, there is a heightened state of geopolitical tensions. Yet markets have reached an all-time high, presumably focusing on solid underlying fundamentals. This report outlines core factors we’re watching that underpin these fundamentals as we scan the horizon to either confirm the continuation of these trends or spot any early cracks.