'We Are Running the US Economy Hot,' Pelosky Says

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Jay Pelosky of TPW Advisory believes the US economy is running hot, and 2025 marks the start of a shift in global equities.

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Market impact analysis based on bullish sentiment with 77% confidence.

Sentiment
Bullish
AI Confidence
77%

Article Context

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Jay Pelosky of TPW Advisory says "we are running the US economy hot." He thinks 2025 is just the beginning of a shift in global equities. (Source: Bloomberg)

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Original article published by Bloomberg on December 29, 2025.
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