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A ‘bulletproof’ stock market?
Goldman Sachs The Markets
Tech: The Future of the Market
After a very tough 2022, remember NASDAQ was down a full 33% last year. Tech has performed much better this year. I think part of this is thanks to a pretty decent decline in real rates. Q1's tech research currently puts the odds of a U.S. recession over the next 12 months at about 35%.
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