Consumer and business confidence metrics are not yet out of the woods, and the recent spike in rates, oil, and the dollar might chip away at relatively resilient sentiment.
A return to the Great Moderation Era looks unlikely, which might lead to an increasingly volatile—and somewhat unfamiliar—inflationary, economic, and geopolitical landscape.
China's economy may have spillover effects on global economic and earnings growth, but it's unlikely to lead to global financial contagion and send stock markets materially lower.
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