Top analyst says the U.S. bull market dates all the way back to the 1980s, and stocks just hit a potentially unsustainable 363% of GDP
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Top analyst says the U.S. bull market dates all the way back to the 1980s, and stocks just hit a potentially unsustainable 363% of GDP

Why This Matters

It was only 212% at the height of the dotcom bubble, according to calculations by JP Morgan Asset Management's David Kelly.

September 23, 2025
04:46 PM
6 min read
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FinancialBooklet Analysis

AI-powered insights based on this specific article

Key Insights

  • The Federal Reserve's actions could influence inflation expectations across sectors
  • Inflation data often serves as a leading indicator for consumer spending and corporate pricing power
  • Earnings performance can signal broader sector health and future investment opportunities

Questions to Consider

  • How might the Fed's policy stance affect borrowing costs and economic growth?
  • What does this inflation data suggest about consumer purchasing power and corporate margins?
  • Could this earnings performance indicate broader sector trends or company-specific factors?

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