I'm contemplating an investment in either the S&P or BRK.B. Before making a decision, I aim to understand what current market prices reflect regarding potential economic developments, and where can I find any info about that.
1. Is a potential recession in Q2 2025 already factored into current market valuations? If so, to what extent?
2. How have earnings expectations for blue-chips recently? Are there any corrected projections due to tarrifs chaos and are they reflected in current stock prices?
3. What kind of risks related to tarrifs chaos might not have fully priced in yet?
I would greatly appreciate any insights or resources you could share to shed light on these questions.