4 min listen
Steady C-Suite Confidence, What’s Baked in, Flows Argue for Rotation
Steady C-Suite Confidence, What’s Baked in, Flows Argue for Rotation
ratings:
Length:
6 minutes
Released:
Jun 25, 2024
Format:
Podcast episode
Description
Three big things you need to know: First, the Duke CFO survey highlights how C-Suite confidence has remained steady, with monetary policy and automation in focus. Second, our new valuation stress test suggests the S&P 500 has been baking in optimistic views on inflation, interest rates, and the Fed. Third, recent funds flow trends point to a lingering desire for a shift in market leadership.
Released:
Jun 25, 2024
Format:
Podcast episode
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