In this episode, Andrew Tyler (Head of US Market Intelligence) and John Schlegel (Head of Global Positioning Intelligence) discuss the tactical view for US Equities, post the strong rally into the end of 2023. They touch on upcoming catalysts, risks, and how much positioning has shifted. Sector and thematic views are mentioned as well.

This episode was recorded on January 8, 2024.

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#301. Straks telt ons land een half miljoen langdurig zieken