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Mark Gurman and Anurag Rana discuss Apple's outlook, Gina Adams explains stock market's health, Priya Anand debunks San Francisco decline, Joel Weber shares details of Keith Naughton's story on EVs, and Ryan Detrick predicts market performance.
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Quick takeaways
- The strong consumer outlook, supported by factors such as a rebound in housing and manufacturing, suggests that the odds of a recession are low.
- While the S&P 500 has not made a new high in two years, historical data shows that after extended periods without new highs, the market tends to reach new records, bringing solid returns in the following year.
Deep dives
Strong consumer and low recession odds support bullish outlook
Despite the mixed trading and potential slowdown in the first quarter, the overall market outlook remains bullish. The strong consumer outlook, supported by factors such as a rebound in housing and manufacturing, suggests that the odds of a recession are low. While there may be a well-deserved break and a possible downtrend in the first quarter, history shows that after periods of consolidation, the market tends to experience solid gains. It is important to consider the long-term perspective and not get overly concerned by short-term fluctuations.
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