Growth Unwind Late Innings, Democrats Gain More Momentum, Reasonable Valuations

This week in the podcast, we reflect on some of the most interesting things we saw last week in terms of our high-frequency data updates. Three big things you need to know: First, positioning in the Growth trade no longer looks worrisome. Second, Democrats continue to gain momentum in polling data, stoking election angst among US equity investors. Third, valuations are starting to look reasonable again for the S&P 500.