Time to Key In On Q1 Earnings Season
October lows and corresponding multiple expansion will now need to be justified by earnings growth
Highlights
U.S. CPI, central bank meetings, and the start of earnings season headline a busy week
Markets converging on a base case of just 2 Fed cuts this year
Gold is beating equities in 2024 as the metal hits new highs
The U.S. consumer has been buoyed by a massive wealth effect
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