Jefferies says investors are underestimating U.S. equities’ ability to absorb higher long-term yields, staying bullish on both large- and small-cap stocks. The call rests on broad earnings strength, despite valuation pressure and delayed inflation-peak forecasts.
published
Jefferies says investors are underestimating U.S. equities’ ability to absorb higher long-term yields, staying bullish on both large- and small-cap stocks. The call rests on broad earnings strength, despite valuation pressure and delayed inflation-peak forecas
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