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Webcast Replay
US Equity Strategy Webcast Series: Noah Holds Barred - Episode 1
Noah and Jason discussed:
- The foundations of our constructive outlook and 7700 year-end S&P 500 target
- The capex outlook and its implications
- Do valuations represent a meaningful constraint?
- Tensions and opportunities between market pricing and the state of the cycle
- What a US recession could mean for equities
- Middle East tensions: potential paths to resolution and market implications
- Sector positioning for 2026