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Show Notes
Dan Genter joins Diane King Hall at the NYSE set with his broader macroeconomic forecast for the year ahead. He believes 2 rate cuts are coming and says "we're in a good situation for moderate growth." In terms of valuation, he thinks it will be difficult to expand beyond a 21x P/E. Dan says employment is a strong tailwind right now, and says the only break witnessed in the labor market is people are more hesitant in leaving their jobs. Later he looks at companies he likes including: Coterra Energy (CTRA), LKQ Corp. (LKQ) and CRH (CRH).
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