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PodStreet Weekly
Overall market sentiment is shifting towards cautious optimism yet discerning. While bullish voices celebrate a resilient consumer and a "Roaring 2020s" narrative, bears flag cracks in the AI trade and geopolitical flashpoints. Get the full breakdown here.
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European equities are outperforming US markets as the Fed decentralizes its structure, creating a new, ambiguous regime for capital allocators by moving away from explicit forward guidance.
PE market splits: mega-deals and top-tier assets thrive, masking middle-market stagnation where 2021 valuation multiples remain high despite broader slowdown.
