Some summary notes from the rperot:sees S&P 500 upward momentum continuing for the next 6 to 12 monthssee slowing inflation and rate cuts from the Fedtech-driven (AI excitement) should broaden out "as inflation falls further, the Fed starts to cut rates, and the market sticks to its rosy macro outlook""Markets are pricing a soft economic landing where inflation falls to 2% without a recession" "stay nimble" and are "ready to pivot," as current market conditions could create a wide range of uncertaintiesWary of later this year and ahead "We agree with markets that inflation will fall near 2% this year, helping the upward momentum extend into the year. Yet inflation is unlikely to stay there i
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