HomeMarketsVolatility‘There’s No Stopping This Train’: Market Priced for Growth

‘There’s No Stopping This Train’: Market Priced for Growth

Andrew Wells thinks the market is reacting to its expectations for Trump’s new term: “there’s no stopping this train.” However, he thinks equities need to “reprice expectations” for a longer-term earnings horizon. He says bonds reflect a “perfectly healthy” economy right now but expects inflation to stay higher.

Trading 360

24 Jan 2025

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