The market may be trading around record highs, but the Verdence Capital Advisors CIO is worried trouble is lurking.
Megan Horneman, who oversees $4.1 billion in assets under management, thinks there’s too much complacency around the Aug. 1 U.S. trade deadline.
“This market is pricing in the perfect situation,” she told CNBC’s “Fast Money” on Monday.
In addition to tariff concerns, she lists uncertainty regarding Federal Reserve policy and overbought co
Source: https://www.cnbc.com/2025/07/27/tariff-turmoil-market-pricing-in-perfection-warns-verdence-cio.html