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Surveillance: Hawkish Fed Sparks Recession Fears

Bloomberg Surveillance

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Is There a Recession in Equity Markets?

The playbook from a cross asset perspective within equities might be a little bit different this time. A lot of the growth in technology stocks was pulled forward during the height of the pandemic. So we're seeing this period in which the baton is being handed over to the old economy. We would look to find areas that are already priced for a recession.

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