Amidst Elevated Valuations, Macro/Policy Uncertainty, Relief Rally Possible In Equities

posted in: Credit, Economy, Equities, Technicals | 0

The S&P 500 trades at elevated multiples. Earnings expectations for this year and next are very high. Enter macro uncertainty surrounding the fiscal/tariff policy of the Trump administration. Consumer sentiment has tumbled in recent months, and there are signs of … Continued