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13min chapter
Bloomberg Surveillance: Telsey Recaps Holiday Shopping
Bloomberg Surveillance
2023 Trends and Narrative Reflections
A strategist analyzes the carryover trends and narratives from 2023 into 2024, including the impact of Powell's pivot on the markets and the performance of small cap stocks. Concerns are expressed about the valuations and estimates in the US equity markets, and speculation is made regarding the potential market reaction in January.
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