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5 Numbers The Markets Are Ignoring But Investors Should Not
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5 Numbers The Markets Are Ignoring But Investors Should Not

Seeking Alpha·Bret Jensen·25 days ago
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Home Market Outlook Today's Market Summary The current market rally is dangerously top-heavy, driven by AI names like NVDA, INTC, AMD but with equity concentration at historic bubble levels. Commercial real estate is becoming concerning, especially the multi-family sector, which faces surging delinquency rates and falling rents, signaling rising default risk ahead. Inflation expectations and PCE readings are climbing, while GDP growth is slowing, setting the stage for potential stagflation. The article below highlights five numbers the markets are largely ignoring, but prudent investors should continue to track. Looking for a helping hand in the market? Members of The Biotech Forum get exclusive ideas and guidance to navigate any climate. Learn More » LanaStock/iStock via Getty Images The market remains right at all-time highs despite the continued effective closure of the Strait of Hormuz.…

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