Getty Images; Jenny Chang-Rodriguez/BIOdds of a "no landing" scenario for the economy are rising amid continued strong economic data.This scenario is bullish for stocks, even if it means slower rate cuts.High dividend-yielding sectors will benefit as short-term rates fall first.As Wall Street engaged in a forecasting tug-of-war over the path of the US economy, few predicted anything other than a soft landing or a recession this year — but in the past month, a streak of hot macro data has placed a third option on the table.The "no landing" scenario entails a continued run of hot economic data and growth that boosts markets but also precludes a steep rate-cutting cycle from the Federal Reserve.For investors, that could mean a playbook that continues to lean into equities, with an emphasis on high dividend-yielding stocks.Soft landing?