1. Lost some of my data sources, and had Agent help me organize the data. Organized by weekly data, I still think it has great value. After running smoothly, I will continue to share with everyone.


2. From the data, there are several key features:
1) Tech stocks underperform, small-cap stocks are relatively resilient; profit growth has slowed down; but long-term EPS remains optimistic, and overall valuations have slightly compressed.
2) Whether looking at VIX, CNN fear and greed index, or retail investor sentiment and professional investor exposure from AAII, risk appetite has clearly tightened.
3) Economic outlook has cooled, and the probability of recession has started to rise.
4) Long-term inflation expectations remain stable, but short-term expectations are trending upward.
5) Credit spreads have widened across the board, with a significant increase in credit risk, whether in North America, Europe, or emerging markets.
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