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Market Valuations, Interest Rates, and Election Uncertainties
The chapter explores the concerns regarding high valuations in the US market, potential multiple compression by year-end, and the impact of Federal Reserve rate cuts on smaller cap stocks. It also discusses the reasons behind raising the S&P 500 forecast, earnings revisions, the market valuation in relation to optimism, and the upcoming US election uncertainties and risks, especially in the context of AI investments.