While the US economy shows stability, the firm warns that elevated valuations and rising risks make these assets less attractive heading into 2025.
They explain that the risks are compounded by potential policy uncertainties under the incoming administration, such as aggressive tariff measures, immigration policies, and the impact of the strong dollar on US exports. Furthermore, they believe a significant sell-off by long-term holders and heightened FOMO sentiment signal potential exhaustion in the current rally.
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