The Broadening Market Rally, AI ETFs vs. Stocks, and the Disney Dilemma 7/12/23
The Exchange
00:00
The Soft Landing Camp for GDP
We've had incredible strength in the industrial complex that has been surprising. We're also seeing onshoring and nearshoring impacts on the industrial sector. That is going to be fading over time though. So we're still in the soft landing camp and we don't see a recession this year. I think let's have a dose of humility here though. There's so much that can go wrong with the economy.
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