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Will There Be A Soft Landing in 2024?

Stock and bond markets struggled during the first trading week of 2024 as investors questioned the probability of a “soft landing” and what it may mean for the timing and size of Fed rate cuts later this year.

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Business Cycle and the Stock Market

Many investors who came into 2023 certain that there would be a recession likely focused on the defensive areas of the market that did well last year, only to then have cyclicals outperform. How do stock market sectors depend on the business cycle?

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