Special Report: 13/03/2023 - Is the risk/reward in US stock markets worth it?

The new year got off to a solid start for US equity markets, with the tech-heavy Nasdaq leading the charge higher as fears of an imminent recession abated. Alas, this rally seems unsustainable. Valuations are still expensive, corporate earnings are contracting, and investors can now earn 5% returns in risk-free bonds instead of taking chances in riskier assets. That’s a dangerous mix for stocks.

0:00 Intro
0:17 SVB
1:32 What caused the rally?
3:13 Stocks Outlook

For more information on the topics discussed in this video, including detailed charts and tables, read the full Special Report article:

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