S&P coming off its first close above 6,800 and the first day of the Fed meeting kicks off today. City's US equity strategist Scott Croner joins us this morning. Talk about this remarkable week that we're in the midst.Scott, good morning. Good to see you. >> Carl, good to seeing you.>> Uh I got uh a wouldbe uh deal with China, Mag 7 earnings on the way, Fed decision. Uh market pricing all of this in in advance appropriately in your view. >> We think market's pretty fully pricing this in.You know, when we tal ...

Vi e w p o i n t | 24 Oct 2025 15:50:00 ET │ 13 pages US Equity Strategy Reluctant Bulls: Sentiment vs Positioning CITI'S TAKE Over the past couple of weeks, we have met with clients both in the US and the Australasia region. We have been struck by the nagging concerns related to valuation, bubbles, credit and macros (i.e. labor). Yet, allocations to US large cap equities appear steadfast. Thus, the notion of reluctant bulls strikes us as appropriate for describing current investor mindset. On the one hand, ...