ValidatorViking
Heads up—there's a perfect storm brewing on the macroeconomic front, and it could reshape how markets behave in the coming months.
First, the trade war escalation is starting to bite harder. If tariffs keep climbing, US consumers will eventually feel the pinch, which could trigger broader economic slowdown and portfolio repositioning across asset classes.
Then there's the elephant in the room: asset valuations across the board are looking stretched. The bubble might be closer to popping than most people want to admit, especially if economic headwinds accelerate.
Add to that the uncertainty aro
First, the trade war escalation is starting to bite harder. If tariffs keep climbing, US consumers will eventually feel the pinch, which could trigger broader economic slowdown and portfolio repositioning across asset classes.
Then there's the elephant in the room: asset valuations across the board are looking stretched. The bubble might be closer to popping than most people want to admit, especially if economic headwinds accelerate.
Add to that the uncertainty aro