9/26/25 2026 Growth Expectations Are Ahead of Reality
2025-09-29
Wall Street expects a broad earnings rebound (beyond MAG7) in 2026, but the data says otherwise.
In this short video, I discuss why hopes for strong economic growth—without stimulus, with weakening leading indicators, and with the yield curve still inverted—are ahead of reality.
Slowdown Signals: Are Leading Indicators Flashing Red?
2025-09-26
Lately, there’s been a growing sense of confidence among investors that the U.S. economy has dodged the proverbial bullet. Despite a historic rate-hiking cycle by the Federal Reserve, two years of stubborn inflation, and signs of strain in global trade, the dominant Wall Street narrative is now a curious mix of “soft landing,” “no landing,” …
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