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19min chapter
Markets At Risk Of Serious Correction, Valuations ‘Out Of Whack’ | Moody’s Mark Zandi
The David Lin Report
Asset Valuations and Market Risks
This chapter explores the current elevated state of asset valuations against economic fundamentals, highlighting the potential for a significant market correction. It examines the implications of fiscal policies from the Trump administration, the strategic use of tariffs, and the growing concerns over corporate bond yields and mortgage rates. The discussion emphasizes the critical need for cautious investment evaluation within the context of these economic uncertainties and risks.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode