Since the beginning of 2023, equity markets have ripped despite the presence of what appeared to be multiple headwinds—the question now is, what could go wrong?
While everyone is hoping that the Federal Reserve can pull off a soft economic landing, I have been advocating for the need to prepare for a range of potential scenarios as 2024 unfolds. Here we’ll break down why market participants have been optimistic, but also highlight the risk factors that could knock stocks off track.
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