S&P 500 The SP500 +19.7% off the 4/8 lows. If this turned out to be a bear market rally, it would rank as the fourth largest on record. @3F_Research https://t.co/OP4xwC78TC
U.S. Stock #Valuations Remain Elevated, Bull or Bear? Despite successfully weathering the initial shock from the latest round of U.S. tariffs and regaining lost ground in recent rebounds, concerns over a valuation bubble are once again surfacing within the market. The current
U.S. Stock Valuations Remain Elevated, Bull or Bear? Despite successfully weathering the initial shock from the latest round of U.S. tariffs and regaining lost ground in recent rebounds, concerns over a valuation bubble are once again surfacing within the market. The current
The US stock market has experienced a strong rebound recently, with the S&P 500 and Dow Jones Industrial Average recovering losses incurred earlier this year. The S&P 500 has risen nearly 20% since its low on April 8, 2025, marking one of the largest bear market rallies on record. This rebound has led to a notable increase in forward price-to-earnings (P/E) ratios, with the S&P 500's forward P/E climbing approximately 3.7 points since April 8 and currently around 21.5 to 22.0, approaching the post-2021 peak of 22.3 recorded in December. Despite this recovery and the market’s resilience to the initial impact of the US’s latest tariff measures on Chinese goods, concerns about elevated stock valuations and the sustainability of the rally have resurfaced among investors and analysts. The elevated valuations are prompting renewed debate over whether the market is in a bullish phase or facing a potential bubble.