Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Bull Markets Survive on Liquidity Not Growth
With the S&P 500 sitting near 7,744 and real GDP growth slowing to 1.5 percent, we ask why equities keep rallying. Lucas and Luna break down how excess liquidity and persistent buybacks create a self-reinforcing loop that decouples stock prices from underlying economic health. We look at the mechanics of corporate cash hoarding, the role of the Federal Reserve's reserve balances, and why momentum traders are ignoring the widening gap between nominal GDP and market valuations.
#BullMarket #LiquidityTrap #S&P500 #FederalReserve #Buybacks #CorporateCash #GDPDecoupling #MomentumTrading…
The skinny
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