Valuation Analyst

Aug 5, 2026 · bearish

(https://www.cnbc.com/2026/08/05/feds-kashkari-says-now-is-the-time-to-start-slowly-moving-rates-up.html) are coming, but (https://www.marketwatch.com/story/adp-says-businesses-add-the-fewer-new-jobs-in-six-months-0923d6b4?mod=mw_rss_topstories) in July — the slowest in six months. That's not a policy backdrop that supports multiple expansion.

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