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There are two risks the market isn’t pricing in heading into the new year, according to Apollo’s Torsten Slok

There are two risks the market isn’t pricing in heading into the new year, according to Apollo’s Torsten Slok

Investors are discounting two major risks for the stock market heading into 2026, according to Torsten Slok, the chief economist at Apollo Global Management. For the new year, Slok is standing by an overall bullish thesis but acknowledged that one major headwind is the market currently pricing in more interest rate cuts than the Federal…

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Market sentiment has made a huge reversal. Here’s why and what it means going forward

Market sentiment has made a huge reversal. Here’s why and what it means going forward

Something unusual happened in the past few weeks. Ned Davis Research said its Daily Trading Sentiment Composite swung from extreme pessimism to extreme optimism in less than three weeks. Through Monday’s close, the indicator sits at 63.3. A reading above 60 indicates excessive optimism. This swing has also been reflected in the U.S. equity market….

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