The Q4 Business Cycle: Leads and Lags
Real Vision: Finance & Investing
00:00
Seasonality and Business Cycle
This chapter explores the seasonality of the S&P 500 and the semiconductors ETF, emphasizing the positive trends in Q4 for equities. It discusses the importance of the business cycle and the factors that need to improve, such as foreign demand, core CPI, and employment data. The speakers analyze various indicators and their implications for the market.
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Transcript
