RBC's Calvasina Is 'Not Breathing Easy' in Markets

The transcript discusses market conditions following a G20 meeting, focusing on capital allocation and market opportunities. It highlights sector valuations, noting that financials are cheap while healthcare is getting expensive. The discussion also covers earnings multiples, suggesting that value can be found across various sectors despite a Fed tightening regime.

What does the speaker suggest about the future of market rallies?

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What is the speaker's view on the relationship between PE multiples and Fed tightening regimes?

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