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Cirrus Market Outlook: Q4 2024 - Credit Expansion Cycle to Broaden Leadership and Temper a Quality Bias.
Manage episode 445789490 series 3363536
Cirrus Research, LLC, Cirrus Research, and LLC에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Cirrus Research, LLC, Cirrus Research, and LLC 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast.
Leadership will continue to be stress-tested as a more cyclical market leadership profile settles and the grumblings over NVIDIA’s (NVDA) deceleration in growth become louder. By the first quarter of next year, the Fed will have likely made additional moves in easing. Focusing on a strong close of the year and out towards 2025, we continue to highlight the risk of a more cyclical run, that credit markets are strong, and profits are on the rebound. Counter to the consensus view of a recession given the Fed’s recent rate cut, we believe that the concern may be more lodged on the side of inflation concerns reheating, effectively a bearish steepener.
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