Easier Fed policy and upbeat corporate profit expectations are the foundations for a firm H2 equity market. Investors have largely ignored geopolitical risks, something that may become more untenable.
What is covered in the Full Insight:
US Equities and Lower Federal Funds Rate
S&P500 EPS Expectations
Geopolitical Risks and Market Impact
US Treasury Market Liquidity
Fiscal Outlook and Investor Appetite
SUMMARY
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