Cirrus Market Outlook: Q2 2024 - Dovish Fed & Stabilizing Profits Drive Markets Higher.
Manage episode 416284347 series 3363536
In this episode, we walk through the outlook for US equities. In short, a very constructive outlook is really set up for us in terms of looking out to the rest of 2024. Part of this has to do with these bottoming of the profit cycle, and also the easy credit backdrop that we see. In addition, we also see a Fed that's likely to be more dovish.
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