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If Fed allows financial conditions (FCI) to ease, stocks could post double-digit gains in 2023...FCI matters more than Fed funds. Industrials, Discretionary, and Technology most levered to easing of FCIs

Next few weeks, incoming data might prompt Fed to soften rate outlook (in a good way)

As markets look ahead to 2023, putting the awful 2022 behind, the plurality of investors are neither bullish nor bearish, but rather are "biding their time" until market visibility improves. That visibility comes in many possible forms from: market capitulation, EPS inflection, Fed pivot, or inflation contracts markedly.

We think the Fed ultimately will allow FCI (financial conditions) to ease....

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