Wall Street’s aging bull meets an ‘everlasting’ U.S. expansion

The article highlights the U.S. economy’s avoidance of a cyclical recession for roughly 17 years since mid-2009, noting that this backdrop has supported the stock market boom and made funding easier for the AI transformation. No new economic print, policy action, or company-level catalyst is cited.

Analysis

The article highlights the U.S. economy’s avoidance of a cyclical recession for roughly 17 years since mid-2009, noting that this backdrop has supported the stock market boom and made funding easier for the AI transformation. No new economic print, policy action, or company-level catalyst is cited.