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 2025: Risk-on Posture to Collide with Valuations as Fed Breaks Promise.
Market Elevation - A Cirrus Research Podcast
34 minutes
9 months ago
Cirrus Market Outlook 2025: Risk-on Posture to Collide with Valuations as Fed Breaks Promise.
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.
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.
