Weighing Consumer Health to Recession Risk

Cameron Dawson, CIO of NewEdge Wealth, says the market "wants it all, and it wants it now." However, while it's important the market shows strength, she worries of a "melt-up" risk. She looks at the correlation between Consumer Discretionary vs Consumer Staples, and equity positioning to determine possible weaknesses in the consumer.

Market On Close

16 Oct 2024

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