This is the kind of thing that's been making me want to increase my US exposure.

From today's FT:

the US economy has become a lot less confusing. The economy is growing roughly at, or possibly a bit above, its long-term potential. Inflation is not back to target, but it’s close. Consumer confidence, long depressed and much debated, has in recent months begun to rise.*Most importantly, sectoral shifts and supply shocks have settled down. The New York Fed’s global supply chain disruption index has been bang in line with the long-run average since November 2023, shrugging off a clogged Panama Canal and war-stricken Red Sea.


given a 'normalised' US economy, with inflation under control, and interest rates surely trending downward, it's hard for me to see why share prices would tank. (obviously, i dont know anything...)