Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think is priced, followed by a sharp EPS rebound in 2024/2025. We recommend investors focus on stocks with defensive characteristics, operational efficiency, and earnings stability. Cyclical Bear within a Secular Bull… We still expect a meaningful earnings recession this year (-16%Y decline)…
US Equities Mid-Year Outlook: Cyclical Bear within a Secular Bull
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