The markets are experiencing a growth scare, which we believe is validated by tight monetary policy and weaker macro data (i.e., loosening of the labor market, weaker GDP, ISM Manufacturing, weaker retail sales, etc). Is the bull market over? No, but clearly, the effects of tight monetary policy after 15+ months of high interest rates [...] The post CIO Thoughts: The S&P 500 Is Up 34% Since October 27. Now What? appeared first on ETF Trends .