The Economy Is Near Stall Speed (Guest: Peter Berezin)
The Market Huddle
00:00
Market Resilience and Sector Shifts
This chapter explores the fluctuating odds of a U.S. recession in 2025, analyzing the recent optimism in job numbers and its impact on market sentiment. It contrasts the perspectives of retail investors and institutional investors while discussing the influence of volatility control funds and upcoming earnings reports. Additionally, the chapter highlights sector rotations within the stock market, signaling a potential recovery for previously overlooked industries like home builders and energy.
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