Is the Stock Market Too Optimistic About China, Earnings, and the Fed?
Update: 2025-10-27
Description
Is the stock market too optimistic about China, corporate earnings, and the Fed? Wall Street is setting new record highs and the question seems to be "what could go even more right?" tastylive's Head of Global Macro Ilya Spivak discusses the US-China trade war and previews the upcoming FOMC rate decision. Are stocks vulnerable to a "buy the rumor, sell the fact" response to these vent risks if markets are already priced for perfection?
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