最新报道:Markets appear divided on whether they are forward-looking or reactive, as inflation rises and deficits grow while Treasury yields remain flat. Valuation expert Aswath Damodaran suggests markets have shifted to a reactive stance after years of inaccurate forecasts, while others believe stocks are pricing in future monetary easing and higher earnings. AI-driven fears of job displacement may be fueling investment FOMO, with hyperscalers projected to spend $2.9 trillion on data centers by 2028. Meanwhile, wage growth for low-income workers has slowed, and Palantir's extreme valuation highlights speculative market behavior. Despite mixed signals, equities continue rallying, suggesting optimism around policy shifts and AI-driven productivity gains.