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Thematic update April 2024


Breadth deteriorated slightly with 19 of 48 themes (40%) outperforming in March versus 23 of 48 in February. What's not to like about positive economic surprises and Fed rate cuts? Higher rates and inflation. More commodity-related than tech-related themes are outperforming as rates rise and inflation concerns grow.

Ned Davis Research | Thematic | Focus | Monthly

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