My outlook for the equity markets this year is not extremely bullish . Stock picking could still be rewarding and AI tailwinds are secular and multi-year supports. But growth may be restricted to more monetized and cash-flow backed stocks, while narratives could comeI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. ...

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About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

All right, first though, let's get some breaking economic data that's just crossing. Rick Santelli has it for us. Rick.>> Yes, David, indeed. These are the December final reads on University of Michigan sentiment and the inflation metrics embedded in this report. So, the midmon read gets tossed. 53.3% was the midmon read on the headline.It now moves lower to 52.9%. That'll be the weakest since it was 51 in November. And I'd like to point out that if you look at the absolute low, it is 50 from June of 22.We' ...

Brian Jacobson, we talked to um an economist earlier and other folks who are involved in the market and they said indeed take this one with a huge grain of salt. Is that how we should be viewing this report. >> Yeah, I actually think that'd be a mistake to take it with too much of a grain of salt.I mean, every data release you do want to have a grain of salt probably around the rim of a margarita glass. But I think that when we're looking at this, yes, they did start the data collection a little bit later. ...

All right. I think all day long we're going to talk about whether this was a hawkish cut. Was it a neutral cut. Was it a dovish cut.What was your take. I I felt like Jac Powell's comments about the the path forward not really being clear. That was a bit hawkish, but at the same time, the bond buying on the short end that seems a bit doubbish.Seems like it has almost the same effect as a rate cut. How did you view it. >> Well, our economists think that it was of course uh less less hawkish than the market ha ...

There are a number of valid reasons why many investors may be souring on the ability of equity markets to continue to rise at a 20%+ rate in the years to come. ...

Core Insights - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors [1] Group 1 - The analysis occasionally includes large-cap companies to provide a broader perspective on the equity markets [1]

Core Insights - The global liquidity cycle is entering a decisive contraction phase, which increases the risk of a prolonged downturn in equity markets according to veteran strategist Michael Howell [1] Group 1 - The contraction phase of the global liquidity cycle is expected to have significant implications for equity markets [1] - Howell emphasizes that this phase could lead to a prolonged downturn, indicating potential challenges for investors [1]

Group 1 - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors [1] - Occasionally, large-cap companies are analyzed to provide a broader perspective on the equity markets [1] Group 2 - There is no current stock, option, or similar derivative position in any of the companies mentioned, but there may be plans to initiate a beneficial long position in the near future [2] - The article expresses the author's own opinions and is not influenced by compensation from any company mentioned [2]