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00:03Investors are piling into stocks at a record pace, according to The Wall Street Journal.
00:08The equity risk premium, a measure of the gap between the S&P 500's earnings yield and the
00:1310-year Treasury yield, has nearly vanished and sits near its lowest level since the dot-com era.
00:19The 10-year Treasury yield rose to 4.57% from 3.96% after U.S. and Israeli strikes
00:27against Iran
00:27in late February. The Iran conflict and Strait of Hormuz closure pushed oil prices up roughly 60%
00:34this year and erased rate-cut expectations. Investors now debate whether surging corporate
00:40profits and AI-driven growth can justify elevated valuations. Some strategists warn that earnings
00:48growth would need to sustain for years to support current prices, while others remain cautiously
00:53bullish, pending Middle East resolution and Fed action.
00:56For all things money, visit Benzinga.com.
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