Exciting New Consumption Themes Drive Leadership in Market and Economy
April 4, 2024
By Mitchell Anthony
Overview
The stock market rallied along with other risk assets in the first quarter of 2024 similar to what was seen in the last quarter of 2023. The rally had narrow leadership and mostly centered on the excitement that is building in several areas of the economy that are seeing eye opening and astonishing innovation. That innovation has turned into strong demand for the products and services in areas of technology or technology enabled industries such as artificial intelligence, cloud computing, digital devices, obesity and weight loss drugs, and autonomous vehicles.
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