Style Chart Pack: Christmas In November

11 Dec 2023

by Irene Tunkel, Chief Strategist Guy Russell, Associate Vice President

The Santa Claus rally is a repricing of the "soft landing" scenario as a likely economic outcome. Yet, many investors remain cautious, and harbor significant cash balances. Next year, repricing of various scenarios will continue, and volatility will be elevated. We remain in a "hard landing" camp and recommend defensive stance on a strategic investment horizon.

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