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Cirrus Market Outlook 2025: Risk-on Posture to Collide with Valuations as Fed Breaks Promise.
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in this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast.
We continue to hold a favorable outlook on equities as we barrel into 2025. Rebounding earnings and the recent change to a risk-on run are likely to remain as fundamentals have been strong and likely to continue. In this episode, we make the case that fundamentals remain sound, but tactical elements are starting to heat up.
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