In this episode of The Portfolio Fix, Marco Bravo highlights AAM's 2024 economic growth forecast and why we think the Fed will not cut as much as market consensus. Garrett Dungee describes why the Technology sector remains cyclical despite the diversification of its customer base over the past decade. He also details the secular trends that should lead to growth well in excess of broad economic activity through the end of the decade.
Sources: AAM, Bloomberg, Bureau of Economic Analysis, The Federal Reserve and Company reports
This episode was recorded on November 13, 2023 and December 1, 2023.
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