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Category: Markets & Economy

Pricing In New Risks

The 2020 election might be like the coronavirus, a risk that was well-known, but not priced in, to a risk that caused stocks to fall the most in 2 years.

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No Recession Warning Now

Soft data reports suggest the manufacturing sector is recovering with capex growth improving in 2020. Outside of Q1, we should see very strong EPS growth.

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Real Wage Growth & Election Risk

Higher inflation won’t cause the Fed to hike rates, in fact It’s more likely to cut them, while real wage growth fell, yet consumers are still confident

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