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Economists at Société Générale see the upcoming mild recession as a catalyst to kick-start the bull trends for US equities.
“Seven of the last eight Fed hiking cycles triggered an economic recession, and US stocks historically do not bottom until a recession has started. Our base case remains unchanged, namely, we expect a US recession to begin in 1H24, and believe a mild recession would be a catalyst for a re-start of a secular bull market in US stocks. Until then, we expect US stocks to stay in a range of 3500-4200.”
“Within US stocks, we prefer Defensive Growth over Value, Large cap over Small cap and Staples and Industrials over Consumer cyclicals and Financials
风险提示：本文所述仅代表作者个人观点，不代表 Followme 的官方立场。Followme 不对内容的准确性、完整性或可靠性作出任何保证，对于基于该内容所采取的任何行为，不承担任何责任，除非另有书面明确说明。
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