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.
Cirrus Market Outlook: Q4 2023 Soft landing and interest rate risk point to a Value tilt.
Market Elevation - A Cirrus Research Podcast
35 minutes
2 years ago
Cirrus Market Outlook: Q4 2023 Soft landing and interest rate risk point to a Value tilt.
Soft landing and interest rate risk point to a Value tilt. A rebound in earnings expectations and better-than-expected economic data have been hinting at a stabilization in the profit cycle. While a bottoming profit cycle is critical to a fundamental shift away from Growth to Value, a spike in rates is the accelerant to a break in speculative strategies and the turn to a value-sensitive swing. Learn more: https://bit.ly/3M4Xian The information contained in this Podcast report ("Podcast") i...
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.
