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Indicator Spotlight

US Labor Market: Resilience Without Momentum

by Felix-Antoine Vezina-Poirier, Chief Strategist  

Remain neutral on equities and underweight credit as the US economy enters 2026 at a pivotal but fragile point. A new year does not reset the business cycle, yet the US economy is entering 2026 at an important juncture. Recession fears have not materialized…

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