February 2023 Market Outlook

We retain our thesis that the Bull is already running – and we offer below a slew of charts as evidence. But that doesn’t mean we’re ignoring the expectations for two additional rate hikes or the distraction that is the debt ceiling. Yet the market may already be pricing in these hurdles, as economists have begun to revise their forecasts, and a portrait of market resilience is now overshadowing the dread of a recession.

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