Wall Street was extremely pessimistic heading into 2023, and the year surprised to the upside.

Here at the end of the year, markets are now brimming with optimism and the S&P is trading at an all-time high.

Is the momentum likely to continue?

Or will 2024 be another surprise year for investors, this time to the downside?

For an analyst's perspective, we turn to Simon White, Macro Strategist at Bloomberg and co-founder of the investment-advisory firm Variant Perception.

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#inflation #bullmarket #liquidity