Head Fake Or Real Deal Webcast: Poll Results And Client Questions

19 Jun 2023

by Irene Tunkel, Chief Strategist

Investors are still cautious and have significant cash that needs to be put to work. Trickle-down of it into the US equity market may extend the rally. Overly bearish futures positioning is also a strong contrarian indicator. Disinflation is good for real earnings growth, and imminent earnings rebound may add support for equities.

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