There are huge numbers being thrown around the stock market. Normally you can just ignore them since share prices go up almost no matter what. But these imbalances are now too big to simply dismiss and key sectors in the equity market aren't buying them.
Eurodollar University's Money & Macro Analysis
WSJ Stocks on Pace for Best Two Years in a Quarter-Century
https://www.wsj.com/finance/stocks/stocks-on-pace-for-best-two-years-in-a-quarter-century-c5b5f9b3
NYT Wall St. Sees More Gains Ahead After Another Bumper Year for Stocks
https://www.nytimes.com/2024/12/31/business/stock-market-2025-predictions.html
Motley Fool Prediction: The Artificial Intelligence (AI) Bubble Will Burst in 2025. Here's Why.
https://www.barchart.com/story/news/30123360/prediction-the-artificial-intelligence-ai-bubble-will-burst-in-2025-heres-why
ECB Financial Stability Review November 2024
https://www.ecb.europa.eu/press/financial-stability-publications/fsr/html/index.en.html
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
What is Eurodollar University?
Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.