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- How could more hawkish central banks impact stocks? Barclays weighs in. A more hawkish pivot by a raft of central banks suggests that policymakers may be prioritizing fighting The European Central Bank began by raising rates for the first time since 2023, followed by the Bank
- History suggests bull markets end with higher rates, not today's backdrop: Citi Citigroup strategists are standing by their overweight on equities, arguing that the historical pattern of bull market endings, driven by aggressive rate-hiking cycles, is not present in today’s environment