What’s ahead for economies and markets in 2023?
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Equity Evaluations in the US Equity Market
Valuation is not a binding constraint. It would be helpful if yields overall came down. Without that, you can still imagine situations where there's upside from here. But I think to imagine a kind of strong bull market out of the current situation is just a lot harder given the starting point than it was in the last two or three cycles.
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