Jeff Weniger on the Strength Behind the Market’s V‑Shaped Recovery

Jeff Weniger argues the recent V‑shaped market recovery still has room to run and cautions against fading the rally. He points to rotation into financials and technology, strong earnings growth projections, and stabilizing money supply trends as signals that a sustained bear market is unlikely. Despite lingering inflation concerns, Weniger says the backdrop remains constructive for U.S. equities through the rest of the year.

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