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Roundtable takeaways: Proximity (if not already) at lows for bear. EPS risk lower than consensus expects. OW Tech/Growth.


If you missed our FSinsight Roundtable,

- click HERE for the replay  


SUMMARY: Roundtable with group heads, contrasting and harmonizing the views across sector heads

We hosted a roundtable of the group heads of FSinsight on Monday 7/18. As our members know, our group heads often have divergent views or timeframes, and this huddle was a chance for members to query and harmonize/contrast our views. With a total audience of >1,000 of our members, there was considerable interest and we received an enormous number of questions (of which we could only answer a handful).

  • Thomas Lee, Head of Research
  • Mark Newton, Head of Technical Strategy
  • Brian Rauscher, Head of Global Portfolio Strategy
  • Adam Gould, Head of Quantitative Strategy
  • Sean Farrell, Head of Digital Assets
  • Tom Block, Head of Washington Policy

MACRO: When could equities bottom?

Equities have been in a painful downtrend since the start of 2022, so this is the paramount question for investors. Within our teams, there are a range of views on when markets will bottom, and the rationale. At the core, it is really an assessment as to when the "P/E" bottoms, not "E" as we explain later:


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