‘This market is pricing in perfection,’ warns Verdence Capital CIO as tariff deadline looms
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最新报道：Verdence Capital Advisors CIO Megan Horneman warns that markets are overly optimistic about a smooth resolution to global trade tensions, with current stock valuations pricing in "perfection" on tariff outcomes. Speaking to CNBC, Horneman noted that while markets anticipate tariff rollbacks after upcoming elections, any delays or escalations could trigger significant volatility. The S&P 500's 18% year-to-date gain reflects expectations of favorable trade policies, but Horneman cautions that investors may be underestimating potential disruptions from prolonged negotiations or new trade barriers. Technology and industrial sectors appear most vulnerable to tariff-related swings, with semiconductor stocks particularly sensitive to US-China trade developments.
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