From Barchart: 2025-05-07 09:10:00

JPMorgan strategist Mislav Matejka warns of overvalued U.S. stocks with aggressive earnings forecasts and high forward multiples. He advises investors to look elsewhere for better opportunities.

Matejka cautions of recession risks and fragile sentiment in the U.S. market, with tech and growth stocks becoming riskier. Soft leading indicators suggest emerging weakness and potential inflationary pressures.

International markets like Japan, the U.K., and Eurozone offer better opportunities than overvalued U.S. equities. Matejka highlights attractive valuation, defensive sectors, and fiscal support in these regions.

Investors should reassess U.S. exposure, leverage real-time ratios for monitoring shifts, and diversify globally into Japan, the U.K., and Eurozone for more balanced risk-reward dynamics. Blend macro insights with live valuation metrics for optimal portfolio positioning.



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