An (Dangerously) Asset-Dependent Economy
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An (Dangerously) Asset-Dependent Economy
A reversal in asset prices will be a major drag on economic growth
Highlights
A reversal in asset prices will be a major drag on economic growth
Market leadership trends show it’s hard to stay on top
Semiconductor stock valuations say to take chips off the table
The consumer frugality theme continues to be front and center this earnings season
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