Global debt: Corporate and government debt near $300 trillion.
Household stocks: Equities now 48% of US household financial assets.
Long yields: Average 30-year yields hit a multi-decade high.
Budget deficit: Already $1.97 trillion through eleven months of FY2026.
China batteries: Storage nearly doubled as lithium-ion surged.
Apparel: Five-year returns deep in the red across the group.
