Assessing U.S. Recession Risks: If there were indeed a recession, what would it look like?
Easing concerns about monetary policy/recession risk has helped generate a market rally
If we are closer to the "inflation peak", then we should be near the bottom of the market.
If a recession is avoided, history shows that staying invested in stocks is the right strategy. However, even if a recession occurs in the next few years, it is too early to reduce equity exposure.