The equity illusion: Cracks beneath the market’s surface
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Over the past five years, US equities have defied gravity, powering through a pandemic, supply chain chaos, and a historic tightening cycle to post record highs. Wall Street cheered, tech stocks soared, and valuations reached levels unseen since the dot-com era. For many, the rally became self-fulfilling: every dip was bought, every correction shallow. But now, the tide seems to be turning. Beneath the surface of buoyant indices, a very different story is unfolding. Economic momentum is stalling, inflation expectations are resurfacing, and the once-reliable American consumer is showing signs of fatigue. Meanwhile, housing activity is cooling, job market cracks are widening, and one of the world’s most respected investors is heading for the exit. Put simply: the glow is fading—and investors are starting to take notice. Here’s why the US equity rally may be running out of steam. Live Events 1.) Investors are already pulling back Capital is ...