Bloomberg Talks
Lori Calvasina Talks Recession Pricing, S&P
Apr 7, 2025
Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, shares insights on recession pricing and its potential impact on the S&P 500. She argues that full recession pricing could position the index at 4,200. Calvasina discusses the interplay between credit markets and equity valuation, especially for small vs. large caps. She also addresses earnings risks amid challenging economic conditions and highlights value opportunities in Ford and small-cap stocks, emphasizing the significance of market signals during such fluctuations.
09:24
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Quick takeaways
- Lori Calvasina emphasizes that full recession pricing could push the S&P to 4,200, highlighting the current market's significant volatility.
- The discussion on small-cap valuations indicates P/E ratios are nearing a historical bottom, complicating investor sentiment amid economic uncertainties.
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