U.S. assets? Overpriced and running out of steam. No real catalysts left to push them higher—just headwinds piling up.
Sure, liquidity might stick around. But the math on risk versus reward? It's gotten uglier.
When valuations stretch this far without structural support, what's the play?
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The rate-cut party's done.
U.S. assets? Overpriced and running out of steam. No real catalysts left to push them higher—just headwinds piling up.
Sure, liquidity might stick around. But the math on risk versus reward? It's gotten uglier.
When valuations stretch this far without structural support, what's the play?