Early last year, the consensus belief had the economy headed toward a recession and the Federal Reserve needing to be aggressive with interest-rate cuts to prevent significant weakness in GDP. As 2023 progressed, the recession callers backed off as the economy kept its footing after the huge hike in the fed funds rate as well as the entire Treasury curve
META, LAZ, IBM, SPGI, RCL, HAS, ODFL
IBM
ACN
BASFY
NOC