Two Blokes

Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz

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    Posted by Two Blokes Jun 13 - Filed in General - #TwoBlokesTrading  - 1 view
    James Kostohryz on the US economy's significant headwinds in 2025 from tariffs, fiscal drag, and tightening labor markets, with recession risks rising and markets underpricing these threats. Current equity valuations are extremely stretched, with the S&P 500 pricing in unrealistic EPS growth and minimal risk, setting up potential for a major drawdown if shocks occur.