Data Determination vs. Headline ‘Hell’: Making Sense of the US Market’s Crosscurrents
By Chris Konstantinos, CFA SUMMARY We believe recent US stock weakness is related to a downturn in US economic data and headline shocks related to tariffs. We believe that concern over the economic data downturn is overblown. Extreme investor pessimism amid solid corporate earnings should help the market find a near-term bottom, in our view. [...] The post Data Determination vs. Headline ‘Hell’: Making Sense of the US Market’s Crosscurrents appeared first on ETF Trends.
By Chris Konstantinos, CFA SUMMARY We believe recent US stock weakness is related to a downturn in US economic data and headline shocks related to tariffs. We believe that concern over the economic data downturn is overblown. Extreme investor pessimism amid solid corporate earnings should help the market find a near-term bottom, in our view. [...]
The post Data Determination vs. Headline ‘Hell’: Making Sense of the US Market’s Crosscurrents appeared first on ETF Trends.
