This article discusses the underlying risks in the current US stock market, highlighting warning signs like high valuations and negative divergences.

Mark Zandi casts doubt on the ability of AI to compensate for the impact of deglobalization on the US economy, warning of recession risks and widening wealth inequality.

This article suggests that strong economic growth could force the Federal Reserve to maintain or even raise interest rates, potentially surprising markets that are expecting rate cuts.

Yen weakness raises concerns about BOJ intervention. This analysis provides a comprehensive assessment of the factors driving the decline and the likelihood of intervention.

Legendary investors Michael Burry and Jim Chanos warn that overinvestment in AI by big tech companies may lead to inflated earnings and significant financial risks due to short hardware lifecycles.

Goldman Sachs CEO David Solomon warns that the United States will “ultimately pay the price” if its current fiscal path continues without a significant acceleration in economic growth.

Wells Fargo analysts highlight a strong buy signal in the S&P 500, bolstered by improved liquidity and potential interest rate cuts. They raise their year-end 2025 S&P 500 target to 7100.

Goldman Sachs anticipates the US stock market to lag behind global peers in performance over the next decade, with emerging markets expected to lead.