Some thoughts on stock market valuation
Stock valuations reflect uncertainty, but most indicators are less extreme than in past bubbles. Reasonable ratios and rate cuts could set up a year-end rally.
资讯 BLP市场观点
我们的 投资观点 深入洞察全球经济趋势对资产配置和投资策略的影响。基于我们对金融市场和宏观经济发展的专业分析，此展望为应对当今复杂的投资环境提供了清晰的方向。
Shutdown again—for the markets no drain
Despite a new government shutdown, markets remain unfazed as AI-driven growth and massive equity inflows overshadow political disruptions.
France’s fading glamour
US markets cheered Fed cuts, while France faces debt, protests, and a downgrade. Eurozone risks grow, making the euro a caution zone for investors.