Video: Macro Minute: This is first week markets feel “normal” as investors start to look at 2026. And case for P/E expansion intact

VIDEO: This is the first time in 3 months that markets have a feel of normalcy. Of course, there still seems to be a steady bid and this is, in our view, due to the persistent bearishness and the fact many investors are offsides. That said, we see multiple arguments for P/E expansion which offset near term earnings risks.

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PS: Attached below is our latest marketing deck

Please CLICK HERE to access the presentation in PDF format.

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Please click below to view our Macro Minute (duration: 4:37).

Video: Macro Minute: This is first week markets feel “normal” as investors start to look at 2026. And case for P/E expansion intact

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