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Barclays strategist answers fund managers’ top five market questions

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Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

RBC Capital Markets analyst Darko Mihelic does not think domestic bank stocks are out of the woods yet as uncertainty on the outlook lasts into 2025,

What is the nearest and most likely catalyst for the rally to establish a broader base, and which segments of US equities are most likely to benefit? Rates are now assumed higher through year-end with the risk of no cuts in 2024; can equities continue to work?

 

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