The credit markets are telling us something important...
Investment-grade and high-yield spreads over Treasurys are at remarkably low levels - the kind of tight spreads that signal zero concerns about corporate health or the economy.
And why would there be? GDP just clocked in at 3.8% growth.
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But here's where it gets interesting...
2026 earnings estimates now expect 13.7% growth
Performance chasing still hasn't fully kicked in
The first potential government shutdown in seven years is looming.
That shutdown could be our opportunity. If we see a dip, I'll be buying more.
I'll explain why the credit markets' all-clear signal is so powerful, what analysts' rising forecasts really mean, and how to play the potential shutdown scenario.
Click here or on the image below to find out why I'm hoping for a pullback.
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Shah Gilani is the Chief Investment Strategist of Manward Press. Shah is a sought-after market commentator... a former hedge fund manager... and a veteran of the Chicago Board Options Exchange. He ran the futures and options division at the largest retail bank in Britain... and called the implosion of U.S. financial markets (AND the mega bull run that followed). Now at the helm of Manward, Shah is focused tightly on one goal: to do his part to make subscribers wealthier, happier, and freer.
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