US Indices (SPX)
The speaker evaluates the potential for a correction, noting that valuations remain high and Fed rate cuts are already priced in.
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The speaker evaluates the potential for a correction, noting that valuations remain high and Fed rate cuts are already priced in.
The speaker analyzes a positive outlook driven by liquidity in the first half of 2026, followed by correction risks in the second half due to potential bond yield volatility.
The speaker evaluates the potential for a correction, noting that valuations remain high and Fed rate cuts are already priced in.
The speaker analyzes a positive outlook driven by liquidity in the first half of 2026, followed by correction risks in the second half due to potential bond yield volatility.