There’s a Fed put and a Trump put — but don’t forget the C-suite put as well - MarketWatch
1. Citi analysts foresee a shift from capex to buybacks amid uncertainties. 2. S&P 500 capex is expected to rise 7% this year. 3. Corporate optimism has led to reallocating cash flow from buybacks to capex. 4. Risks from Trump administration policies remain unaccounted for in earnings forecasts. 5. A potential 10% market dip could stabilize S&P 500 near 5500.