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Key Equity Themes For 2024 | Weekly Market Commentary | December 18, 2023

Key Equity Themes For 2024 | Weekly Market Commentary | December 18, 2023

Low and stable interest rates should help support stock valuations, while corporate profits are moving into a sweet spot. So even though stocks look fully valued, if rates ease as we expect, we could see upside to our year-end 2024 fair-value target range of 4,850 to 4,950. We highlight some key themes for stocks next year.

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