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Michael Kantro: Rising rates remain bigger risk than growth

Michael Kantro: Rising rates remain bigger risk than growth
Rising rates bigger risk than growth

Michael Kantro underscores that since 2023, investors should pay closer attention to rising rates rather than growth concerns.

According to Kantro, macroeconomic problems often first emerge in a narrow segment, impacting market breadth before becoming systemic and pushing indices lower.

Kantro has previously pointed to explosive AI spending and a five-year high in S&P 500 earnings per share upgrades, highlighting broad market strength. He has also cited a rebound in manufacturing PMI and noted that expanding AI-driven capital expenditures are lifting corporate earnings growth. These factors have contributed to his recent focus on macroeconomic risks tied to rising rates.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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