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Daily Archives: July 12, 2023

The Surprises From the First Half of 2023

Articles & InsightsBy Marius KilianJuly 12, 2023

The Surprises From the First Half of 2023 In a recent blog the insightful Charlie Bilello highlighted some of the surprises for the first half of 2023. A tough 2022 wore investors down and consensus sentiment turned very bullish. The recession that never came In December 2022, there was widespread agreement that the U.S. economy…

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