Lori Calvasina, RBC Capital Markets head of U.S. equity strategy, explains her S&P 500 target of 8150.
Lori Calvasina, RBC Capital Markets head of U.S. equity strategy, elaborates on her 8150 S&P 500 target. She highlights market rotation dynamics, with big tech growth and the Mag7 poised to reclaim leadership due to AI, despite current high valuations. Calvasina explains their model incorporates expected pullbacks and factors like interest rate compression, balancing earnings strength with market risks.
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