Currently, the markets are experiencing a bullish trend. However, the conventional wisdom says that we’re looking at a recession, likely short and shallow, to play out during the second half of this year, with a chance of extending into 1Q24. Looking at the situation from RBC Capital, Lori Calvasina writes, “There are two ways it can go from here: Something could go wrong with those winning companies and pull the market down, or the market’s leadership could broaden out. One of those paths isn’t