Rally Can Go Longer, Higher Than Expected: Federated's Chiavarone

The video discusses whether to chase or fake the current market rally, considering factors like inflation, earnings, and labor market trends. It suggests that while the rally may continue into mid-year, recession concerns remain for the second half. The economic cycle has been prolonged, and the labor market's slow deceleration is a key factor. The video advises playing the market in the meantime, despite the potential for a recession.

In what ways can the current economic cycle be characterized?

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What concerns remain about the potential for recession despite the current rally?

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