Reported about 8 hours ago
At the 2025 World Economic Forum in Davos, Stifel Financial CEO Ron Kruszewski shared insights on the current equity market, stating that stocks are 'priced for perfection.' He noted that the earnings yield and the 10-year Treasury yield are nearly equal and discussed how the market has already factored in potential policies from a possible return of Donald Trump, such as tax cuts and deregulation. Kruszewski also highlighted the financial sector as a potential beneficiary of these expected changes.
Source: YAHOO