Goldman Sachs and Citi now see the S&P 500 ending the year somewhere between 7,400 and 8,100, and analysts expect third-quarter earnings to grow by more than 30%. Underneath that optimism, there are warning signs. Distressed loans are at their highest level since March 2020, with tech making up more than a third of them, and Treasury yields keep rising. We speak to Tony Nash, CEO of Complete Intelligence, about whether the rally can hold, how much the market trusts Scott Bessent, and whether stress in credit could spread to other sectors.
Podden och tillhörande omslagsbild på den här sidan tillhör
BFM Media. Innehållet i podden är skapat av BFM Media och inte av,
eller tillsammans med, Poddtoppen.
