Core Viewpoint - The credit sector presents investment opportunities, while equity valuations are perceived as excessively high, particularly indicated by the current forward PE ratio [1]. Group 1 - The analysis highlights a series of articles focused on identifying opportunities within the credit sector over recent months [1]. - There is a concern that equity valuations are stretched beyond comfortable levels, suggesting a potential overvaluation in the market [1].

Market Trends & Economic Outlook - Wall Street firms are cautioning clients about an impending market pullback [1] - High equity valuations are colliding with deteriorating US economic data [1]

Let's bring in now CNBC contributor Adam Parker of Triariat Research back here post nights. Good to see you. Have you moved on from all this.Are you how fixated are you on on what's actually taking place on trade. I mean this week I've gotten zero questions from institutional investors so far. Not a single one.No. Probably done seven or eight Zooms, couple inerson meetings, and I had a big dinner last night with eight big investors and didn't really come up. Does that tell you that we're desensitized to it ...