Nu handles US tech til 48 x price/earning på 12 måneders sigt
4/6 08:49
Markets Priced For Perfection Markets continue to reward perfection. The AI trade remains relentless, valuations are expanding at a remarkable pace, and investors show little interest in downside protection. At the same time, Treasury yields are attempting to move higher again, creating a backdrop that looks increasingly stretched. For now, momentum remains firmly in control, […]...