VIDEO: Macro Minute: Market starting to price out the Nov hike, odds down to 21% vs 35% peak last week.  Financials still likely breakout sector for 2Q23

We discuss how Goldman Sachs lowered odds of a recession to 20%, well below consensus of 55% (consensus closer to 90% in our view). We also discuss additional reasons we expect Financials to be breakout sector for 2Q23

Please click below to view today’s Macro Minute (Duration: 5:07).

PS: if you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review on Google reviews â€...

Finish reading this report for free

Enter your email and we'll send the paywall-free report directly to your inbox

Articles Read: 0/2

In addition to your unlocked report, you will receive our weekly market newsletter Fundstrat Snapshot, as well as occasional updates and offers from Fundstrat Direct. You can unsubscribe at any time.

Get unlimited access to Tom Lee's Fundstrat research Subscribe
Already a member? Log in

More from the author

Disclosures (show)

Events

Trending tickers in our research