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More on Data Divergences

Economic data are filled with divergences and discrepancies

David Rosenberg's avatar
David Rosenberg
Apr 04, 2024
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Highlights

• ECB is more likely to cut than the Fed

• Defense stocks remain one of our favorite areas of the equity market

• Economic data are filled with divergences and discrepancies

• Tomorrow's NFP report will be key for the timing of rate cuts

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