US stock market indices have belied widely held expectations and gone up substantially in the first half of 2023. The macroeconomic data, however, is telling a different story.
Will the rally continue? It’s possible in the near term as bullish momentum continues. But it’s difficult to see it go on for much longer given the headwinds.
Policy uncertainty, soft economic data & cracks in the US AI dominance narrative have caused US stocks to…
We are still in the early days of 2025, and year-end projections are already at risk. The narrative…
As we step into a new year, we take this opportunity to share the first part of our…
