There are huge numbers being thrown around the stock market. Normally you can just ignore them since share prices go up almost no matter what. But these imbalances are now too big to simply dismiss and key sectors in the equity market aren't buying them. 

Eurodollar University's Money & Macro Analysis

WSJ Stocks on Pace for Best Two Years in a Quarter-Century
https://www.wsj.com/finance/stocks/stocks-on-pace-for-best-two-years-in-a-quarter-century-c5b5f9b3

NYT Wall St. Sees More Gains Ahead After Another Bumper Year for Stocks
https://www.nytimes.com/2024/12/31/business/stock-market-2025-predictions.html

Motley Fool Prediction: The Artificial Intelligence (AI) Bubble Will Burst in 2025. Here's Why.
https://www.barchart.com/story/news/30123360/prediction-the-artificial-intelligence-ai-bubble-will-burst-in-2025-heres-why

ECB Financial Stability Review November 2024
https://www.ecb.europa.eu/press/financial-stability-publications/fsr/html/index.en.html

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