The 2025 broad rally was driven primarily by growth expectations, fueled by AI productivity gains, resilient earnings, and policy support, rather than risk aversion. The superposition of Fed rate cuts and China's stimulus dividends will support continued global stock gains in 2026, though with moderated returns, broader participation, and risks from tariffs and sticky inflation.
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I'm a Speculator-Pragmatist (3.0, 3.0) on the Onchain Alignment Chart! Check out your position:
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After a Houthi missile attack on Israel's Ben Gurion Airport, Israeli fighter jets launched extensive airstrikes on Yemen's Sana'a International Airport, resulting in multiple civilian casualties.
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