What happens to the stock market in a recession, explained by a macro desk: stocks fall going in but typically bottom before the recession ends, then rally into recovery, with defensives leading down and cyclicals leading off the low.
How rising interest rates affect the stock market, explained by a macro desk: the discount-rate, cost-of-capital and competition channels, why growth and tech get hit hardest, and why the reason rates are rising and the speed matter more than the level.
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