Market Focus
Is The S&P 500 Expensive, Enough?
The S&P 500 is up 23% since October 2022 and is now trading at a punchy trailing price-to-earnings (P/E) ratio of 21 times. These metrics have naturally amplified bear calls on the market. The bear camp which has been caught on the wrong side of this…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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