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bearish
United States
US: Increase Weight in Bonds Vs Equities in the Early Part of 2024
Cross Asset Strategy
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01 Jan 2024 18:51
Core inflation remains entrenched despite a year of YoY decline in M2. But we expect 50bp of rate cuts in 2024, starting with 25bp in Jun'24. We recommend being Overweight Bonds vs equities in Q1
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