Markets bet big on hot growth despite collapsing earnings outlook, stock surge pushes valuations near record highs, analysts warn of post-COVID slowdown ahead
With the equity market surge yesterday, market based pricing of growth expectations has nearly fully recovered the drop this year, and is just a couple point off highs. pic.twitter.com/UeaOxWYTDC — Bob Elliott (@BobEUnlimited) May 28, 2025 Long dated real yields …