EY Says "Up, Up and...No Way"
MRKT Matrix
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What Happened in J and K February Month to Date?
The worst performing sectors of 2022 actually turned into the best performing sectors of 2023. That tells you that it was mostly rate driven if you think and you have to oversimplify this stuff sometimes. The rally we saw in 2023 so far has been is rate driven, but on the upside in the equity market. There is still a reason to be skeptical here. These lines likely have to come back together.
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