‘Risk Off’ Market Can Still Recover to New Highs; Sectors That Could Rebound

Jimmy Lee thinks it’s “risk off” all around between the Iran conflict, AI spending concerns, and private credit worries. However, he still thinks it can be a good year for markets. He’s more concerned about jobs than inflation and wants the Fed to cut rates. After the market hits a bottom, he likes cyclicals and several other sectors, anticipating a bullish recovery.

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