))
Cirrus Market Outlook 2025: Risk-on Posture to Collide with Valuations as Fed Breaks Promise.
Manage episode 462354290 series 3363536
Content provided by Cirrus Research, LLC, Cirrus Research, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cirrus Research, LLC, Cirrus Research, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.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 episodes
Share
