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Friday, September 26, 2025

No recession!

 

  

 While the overall market is quite overheated at the moment, subject to a quick correction in the near term, at the macroeconomic level, don't be fooled by the latest headline news that we are heading to a recession. 

  

  As a matter of fact, as we head into 2026, Wall Street expects corporate earnings to increase sharply, which can only occur if the economy re-accelerates. Yesterday's strong GDP reading also proved this!

  

All the major economic forces are converging to push a rather robust economic cycle under the Trump administration, which should be great for the market as well in the long run. We are going to have a downward trend of the interest rate, along with a stable inflation, very friendly de-regulation and very pro-economic polices coming together. Indeed, getting ready for a bright golden era in the next few years.   

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