Sustaining the Equity Rally and a Biden-Trump Breakdown
Bloomberg Surveillance
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Economic Outlook and Market Rotation
Exploring the challenges in the market rotation amidst fading economic excitement, with a focus on the below-trend GDP forecast for 2025 and its implications for small caps and value stocks. The chapter also delves into the impact of economic expectations for 2024 on the equity market, discussing how varying GDP growth rates can affect sector performance and investor sentiment.
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