Staying Risk-On As Macro Tensions Ease
Source: SeekingAlpha
2025-09-17 12:45:00 ET
Transcript
We stay risk-on. A softer U.S. labor market gives the Federal Reserve room to cut and eases brewing political tensions from higher interest rates. We think these rate cuts will support U.S. stocks and the AI theme. We also think long-term yields could fall more - even if the pressures driving them up persist - and close our long-standing underweight....
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Staying Risk-On As Macro Tensions Ease
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