))
Cirrus Market Outlook 2025: Risk-on Posture to Collide with Valuations as Fed Breaks Promise.
Manage episode 462354290 series 3363536
Contenido proporcionado por Cirrus Research, LLC, Cirrus Research, and LLC. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Cirrus Research, LLC, Cirrus Research, and LLC o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
in this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast.
We continue to hold a favorable outlook on equities as we barrel into 2025. Rebounding earnings and the recent change to a risk-on run are likely to remain as fundamentals have been strong and likely to continue. In this episode, we make the case that fundamentals remain sound, but tactical elements are starting to heat up.
16 episodios
Compartir
