Hartnett: Might Be Selling Time for Stocks

from GoldFix · host VBL

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good afternoon. TL;DR— Key Points* Markets are front-running a 2026 “run-it-hot” economy, driven by expectations for lower CPI, falling yields, policy easing, and fiscal support ahead of midterms, even as EPS upside looks capped without major China stimulus.

Episode metadata supplied by the publisher feed · Published Dec 21, 2025

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Hartnett: Might Be Selling Time for Stocks

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