HomeMarketsFed WatchBrenner: Don't Take Risk Off the Table Yet, Rally Higher is Coming

Brenner: Don't Take Risk Off the Table Yet, Rally Higher is Coming

Andrew Brenner believes the uptrend in equity valuations made stocks expensive compared to bonds. He says it could be smart for investors to move into the bond market... just not yet. A lack of institutional inflow has Andrew believing more equity rallies are coming. With the Fed making its interest rate decision next week, he weighs inflation data against recent job prints. Andrew later talks about who he sees serving as Fed Chair once Jerome Powell's tenure ends.

The Watch List

10 Jun 2025

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