Given the blistering 15% gain for the S&P 500 in the second quarter of 2026, at a time when concerns about the valuation of infrastructure companies and potential impact of higher interest rates are widespread, speculators and traders are understandably wondering if a cycle top is near, powering past Iran worries. I say no…
A Macro Market View by Hubert Marleau
L’infolettre Palos Perspective est un aperçu hebdomadaire de la situation macroéconomique disponible uniquement en anglais. Si vous avez des questions sur l’infolettre ou des demandes générales sur Palos, veuillez nous contacter à [email protected]
Follow us on: LinkedIn