Despite the S&P 500 recently testing new highs, rising geopolitical risks and persistent inflation expectations are fueling concerns over Federal Reserve rate policy ahead of crucial labor data. At the same time, record US equity ownership, elevated market leverage through ETFs, and surging long-end Treasury yields pose critical headwinds for equity valuations. Tim Mulholland, President of TJM Limited, joins BFM’s Market Watch to evaluate where equities go from here.

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