"In our view, equity volatility is likely to rise into the first half of the year, given the uncertainty of the disinflationary process and weakening consumer spending and labor market fundamentals."
"However, rates should stay at higher levels relative to the pre-Covid era, and the appeal of high-quality bonds will increase as the economy slows..."
"We probably won't see a straight line up, but overall, I believe the stock market will ultimately post a positive return in 2024 as investors anticipate interest rate cuts by the Fed."
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