Overall, we’re optimistic for 2024. We still expect rate cut timing volatility near-term, but more confident we’ve entered the next bull market pending a mild recession this year.
Markets rebound on tech optimism from annual CES conference
Markets getting the party started as the Fed slows rate hikes again
Light earnings week as investors adjust expectations for the bulk
We see 2023 playing out in 3 phases: cooling labor market, mid-year recession and recovery begins.
Markets look to forget 2022 starting 2023 bullishly green
Fed extinguishes Oct yield pivot sentiment rally
October rally fades as new CPI data comes in hotter