AMZN - Anatomy Of A Recession Update: Changes In Our Dashboard
2024-02-11 06:59:00 ET
Summary
- The Fed had an FOMC meeting earlier this week, and a lot of people were saying the Fed was hawkish. I would say that the Fed was being more conservative, more cautious.
- It’s been a mixed bag with big tech, but nonetheless they are hitting their earnings expectations. And a lot of tech has been rewarded.
- I think the markets are pricing in a lot of optimism right now. Even in a soft-landing scenario, I could see some choppiness as we have a digestion period.
By Jeffrey Schulze, CFA, Head of Economic and Market Strategy, ClearBridge Investments ...
Anatomy Of A Recession Update: Changes In Our Dashboard