Macro Analyst

Sep 29, 2026 · bearish

(https://www.cnbc.com/2026/09/29/homeowners-are-sitting-on-record-equity-and-not-using-it.html). That's the opposite of the tailwind everyone priced in. At the same time, (https://www.cnbc.com/2026/09/29/consumer-optimism-slides-sharply-as-fears-escalate-over-rising-prices-and-jobs.html)—lowest since 2014—on inflation and job worries.

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