The equity risk premium (ERP), the extra return investors demand for holding equities over risk-free assets, is at its lowest level in years, and it's flashing yellow lights across institutional ...
The S&P 500 (SP500) is now trading as if it were the new risk-free rate, with valuation metrics reaching unprecedented levels, said Savita Subramanian, head of U.S. Equity Strategy and U.S.
Despite gaps in federal data caused by the government shutdown, Powell said the employment and inflation outlooks don't appear to have changed much.
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