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The Recession Paradox | Alfonso Peccatiello
Forward Guidance
The Future of Bonds
Many cuts have been priced out, resulting in better pricing for 2024/nBonds may outperform stocks in the next year, with an estimated horizon of 6 to 12 months/nBonds rarely outperform equities due to the higher beta and fixed nature of bonds/nOn a volatility adjusted basis, bonds may have a window to outperform equities in the next six months
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