Has the rebound in US stocks ended? Cantor Fitzgerald sounds the alarm: multiple bearish factors are accumulating

Cantor Fitzgerald maintains a bearish stance on the U.S. stock market in its latest investor report, warning that the market rebound may have ended. It expects economic and corporate challenges in the next three to nine months, primarily due to inflationary pressures from tariffs, declining consumer and business spending, and uncertainties in hiring and capital investment. The agency also noted that corporate earnings expectations will decline, risks in the bond market are rising, stock valuations have reached unsustainable levels, and policymakers are unlikely to provide fiscal or monetary policy assistance