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Jack Kouzi, Director for Strategy, VFS Group
Morning Run · Market Watch · 12 Dec 2023 · 12 mins listen
US markets are rallying on the likelihood of a ‘Goldilocks’ scenario: one where there is economic growth without recession, coupled with Fed rate cuts next year due to falling inflation. Jack Kouzi of VFS Group weighs in on whether this is a realistic projection, as well as the outlook for Chinese equities against the backdrop of a softening economy.
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