In this episode, Satya Pradhuman walks through Cirrus' outlook on equities for the year. Adages such as “Buy on the rumor, sell the news” or “Be nimble or be humbled” come to mind as fundamental elements stack up for an ongoing run-up of risk-taking. That said, key measures on the inflation front, tactical crowding extremes and the global capital flows point to a need to de-risk as we get to the Fall and the Fed’s decision will hang in the balance.
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In this episode, Satya Pradhuman walks through Cirrus' outlook on equities for the year. Adages such as “Buy on the rumor, sell the news” or “Be nimble or be humbled” come to mind as fundamental elements stack up for an ongoing run-up of risk-taking. That said, key measures on the inflation front, tactical crowding extremes and the global capital flows point to a need to de-risk as we get to the Fall and the Fed’s decision will hang in the balance.
In this episode, we walk through the outlook for US equities. In short, a very constructive outlook is really set up for us in terms of looking out to the rest of 2024. Part of this has to do with these bottoming of the profit cycle, and also the easy credit backdrop that we see. In addition, we also see a Fed that's likely to be more dovish. The information contained in this Podcast report ("Podcast") is based on sources we believe to be reliable at the time it was produced and distributed ...
Market Elevation - A Cirrus Research Podcast
In this episode, Satya Pradhuman walks through Cirrus' outlook on equities for the year. Adages such as “Buy on the rumor, sell the news” or “Be nimble or be humbled” come to mind as fundamental elements stack up for an ongoing run-up of risk-taking. That said, key measures on the inflation front, tactical crowding extremes and the global capital flows point to a need to de-risk as we get to the Fall and the Fed’s decision will hang in the balance.
