In today’s briefing:
- A Hindenburg Moment For Growth Stocks?
A Hindenburg Moment For Growth Stocks?
- Our base-case scenario calls for a period of minor weakness in the S&P 500 or sideways consolidation, marked by a rolling correction.
- A review of market internals reveals weakness in growth stocks and better performance by value and cyclical stocks.
- The risk is a major scare in the extended growth names which drag down the S&P 500 further than we expect.
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