How DeepSeek’s fallout could threaten U.S. consumption, according to strategists - MarketWatch
1. Equity markets face challenges despite a recent bounce. 2. 58% of U.S. households have stock investments, indicating potential economic sensitivity. 3. Citi strategists warn of increasing market froth resembling past bubbles. 4. Dalio warns AI-driven excitement may lead to a stock market bubble. 5. Durable-goods orders fell unexpectedly, affecting economic outlook.