A Feisty Bull-Bear Debate: Weighing the Pros and Cons | Weekly Market Commentary | January 23, 2023
James Hendries
JANUARY 26, 2023
Topic 1: Economy Bull case: Consumer is resilient, the labor market is strong, wages are rising, and inflation is coming down steadily. Bear case: Inflation is still high, leading indicators are signaling recession, manufacturing activity and housing market have slowed significantly. Call us cautious bulls. If the U.S.
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