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Second half U.S. equity outlook


Second-half EPS estimates, Fed and election uncertainty, optimism, and breadth divergences leave the market vulnerable to a correction. As long as the soft landing and modest EPS acceleration remain intact, so should the cyclical bull market. The best chance for small-caps may come when the Fed cuts; watch Growth's earnings revisions.

Ned Davis Research | Equities | U.S. Focus | Weekly

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