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 Q3 2025: Speculation to Run with Tail Risk in the Making.
Market Elevation - A Cirrus Research Podcast
32 minutes
3 months ago
Cirrus Market Outlook Q3 2025: Speculation to Run with Tail Risk in the Making.
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.
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.
