Michael Kantro says most risk-on phase for markets likely has passed as economic and EPS data stop improving

Michael Kantro says the most risk-on phase for markets has likely passed as economic and EPS data stop improving, and that he prefers fundamentals over S&P 500 targets. He notes the S&P 500 Macro Select index is up nearly 30% YTD.

Detected & updated continuously · Source: Nebula