Equity Strategy: December Chartbook: long duration stays the key call; Real GDP growth projections at stall speed for much of 2024 do not leave any room for error
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Equity Strategy: December Chartbook: long duration stays the key call; Real GDP growth projections at stall speed for much of 2024 do not leave any room for error

2023-12-04
Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy We look at 3 key drivers for next year: first, falling bond yields. We called in October to position for a long duration trade, on the back of likely finished Fed, continued deceleration in inflation, activity softening, and post a big bond selloff. As the move lower in bond yields gains traction, it is initially seen as a positive for equities, but that supportive effect might not hold for too...
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