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Christophe Barraud, head of discretionary management and research at LIOR Global Partners, highlights that S&P 500 earnings growth is likely to exceed 35 percent for the third quarter, according to Factset data.
This suggests a robust performance by large-cap U.S. equities during this period.
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Barraud has recently raised concerns about the AI sector, citing Ray Dalio's view that the industry may be approaching a potential bubble burst in a previous article. He has also pointed out that rising interest rates are making potential buyers more cautious in Britain's housing market, according to an earlier report. These observations reflect Barraud's recent focus on key risks in both technology and real estate sectors.