Peak Earnings Follow Peak Pricing (Nov. ’25)

In an Assured Comment released in early November, Assured Research observed that the sell-siders following the P/C industry believe the captioned maxim – and then some. They forecast a record stretch of ROE spreads over Treasuries from 2023-2027e – the longest run since at least 2000. Possible? Yes. A stretch? Maybe. More in our 1-page Assured Comment. Contact us.