By John Persinos
Welcome to my latest Mind Over Markets video presentation. The article below is a condensed transcript; the video contains additional details and several charts.

Conflicting economic data continue to bedevil investors. In response to softening inflation numbers, the Federal Reserve makes dovish noises and stocks soar. But then, the labor market shows surprising strength and stocks slump.
We've enjoyed solid stock market gains in October and November, and we perhaps stand on the cusp of a year-end "Santa Claus rally," but regardless, it will be a bumpy ride. Let's parse the latest data.
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