Employer health insurance costs about to pump 11% in 2027 — biggest spike since 2003.
Your paycheck is getting rekt and most people don't even see it coming. Companies will either cut benefits or pass costs to employees.
Macro headwind nobody's pricing in yet. Less disposable income = less risk capital flowing into markets.
Watch consumer discretionary and retail closely. This is the kind of structural pressure that bleeds portfolios slowly, then all at once.
Your paycheck is getting rekt and most people don't even see it coming. Companies will either cut benefits or pass costs to employees.
Macro headwind nobody's pricing in yet. Less disposable income = less risk capital flowing into markets.
Watch consumer discretionary and retail closely. This is the kind of structural pressure that bleeds portfolios slowly, then all at once.