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Stocks, Not Bonds, Are Market to Watch Amid U.S. Funding Drama

  • Lack of policy breakthough risks equity correction: Strategas
  • S&P 500 showed biggest vunlerability to latest Trump drama
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Research Affiliates CEO Says U.S. Stocks Are Expensive

There’s a new sheriff in town and it’s stocks.

So says Strategas Research Partners LLC, which argues that equities have supplanted bonds as the market to watch as drama builds around funding the U.S. government. The New York-based advisory firm outlined the theory in a note titled “Equity Market as Vigilante: the Risk of a Correction in September.”