Wall Street’s biggest bear is expecting a 14% stock-market pullback

 



As companies raise prices to offset the impact of Trump’s tariffs, real unit sales of goods should begin to slow, as real wage growth likely won’t keep pace with higher prices. 

That could jeopardize consumers’ ability to keep ramping up spending, which could create problems for the broader economy. 

Consumption drives about 70% of economic activity in the U.S., official data show.

Joseph Adinolfi MarketWatch 11 August 2025

https://www.marketwatch.com/story/why-wall-streets-biggest-bear-is-expecting-a-14-stock-market-pullback-before-the-end-of-2025-ef3da333


RE: Löjligt att spå att nedgången skall bli just 14 procent.


A record share of fund managers see US stocks as too expensive, with about 91% of participants indicating that American stocks are overvalued.

https://www.bloomberg.com/news/articles/2025-08-11/bofa-poll-shows-record-number-of-investors-say-stocks-overvalued




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