Trump Wants Cuts, The Long End Needs Relief, And I'm Still Buying The Pullback
The article discusses the current market outlook, focusing on S&P 500 earnings and the impact of Treasury yields. It highlights the importance of monitoring geopolitical events, particularly regarding the Iran deal, ahead of the upcoming FOMC meeting. The author expresses a bullish stance on the market while considering potential pullbacks as buying opportunities.
- ▪The author remains optimistic about S&P 500 earnings despite market fluctuations.
- ▪Attention is drawn to 10- and 30-year Treasury yields as key indicators.
- ▪Geopolitical developments, especially related to the Iran deal, are crucial for market direction.
Opening excerpt (first ~120 words) tap to expand
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