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VIDEO: Macro Minute: After >2.5% decline in 5D, many calling a top, but we see "buy the dip" regime in force, aided by IPOs picking up and substantial cash on sidelines. Stay cyclical.

Equity markets have pulled back 2.5% in 5 days, a pretty rapid decline. We believe this ultimately gets bought as we have been in a “buy the dip” regime since March 2023. 4 factors support this now including IPOs, eps data, cash balances and upcoming inflation data

Please click below to view today’s Macro Minute (duration: 2:27).

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