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Consumer Discretionary Stocks Are Too Expensive
The relative resilience of consumer discretionary stocks has been puzzling over the past two years. Typically, rising interest rates prelude a period of underperformance in these highly rate sensitive stocks (fed funds rate shown inverted, bottom panel)…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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