Saturday, September 5, 2026
Source trace. Via News points to the documents behind its reporting and shows what we drew from each — so you can check any claim. How we source
Source document· April 3, 2026

The Stock Market's "Trump Slump" Likely Isn't Over -- and There's a Big Reason Why

View original at nasdaq.com
The Stock Market's "Trump Slump" Likely Isn't Over -- and There's a Big Reason Why Key Points Although the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite soared during Donald Trump's first, non-consecutive term, they've all struggled mightily in recent weeks…
Opening lines of the source · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • Approximately 20% of the world's liquid petroleum needs pass through the Strait of Hormuz daily

    60% confidence
  • The average S&P 500 bull market has lasted approximately 3.5 times longer than the typical S&P 500 bear market, dating back to the start of the Great Depression in September 1929: 1,011 calendar days vs. 286 calendar days

    60% confidence
  • All 107 rolling 20-year periods of S&P 500 total returns from 1900-2025 generated a positive annualized total return

    60% confidence
  • The five previous times in which the Shiller P/E exceeded 30 during a continuous bull market were eventually followed by declines of at least 20% in one or more of Wall Street's major stock indexes

    60% confidence
  • S&P 500 Shiller PE Ratio hits 2nd highest level in history. The highest was the Dot Com Bubble

    60% confidence
  • The Fed's preferred measure of inflation (Core PCE) moved up to 3.1% in January, the highest level in 22 months. That was the 59th consecutive reading above the Fed's 2% target level. There will be no Fed rate cut next week and one could make a strong case for a rate hike.

    60% confidence
  • Every game-changing technology since the mid-1990s has endured an early innings bubble-bursting event, and it's unlikely that AI is the exception to this unwritten rule

    60% confidence
  • The trailing 12-month inflation rate is projected to jump from a reported 2.4% in February to 3.16% in March

    60% confidence
  • Regardless of whether the Iran war ends quickly or drags out, the inflationary effects will be felt for several quarters to come

    60% confidence
  • Stock Advisor's total average return is 914% - a market-crushing outperformance compared to 184% for the S&P 500

    60% confidence
  • There's a glaring reason to believe that the ongoing 'Trump slump' in equities isn't over

    60% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
Recently verified
Checked against the original source
4,981
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,981 facts checked against source5,273 source documents archived
Query this data → isubstrate.com
The Stock Market's "Trump Slump" Likely Isn't Over -- and There's a Big Reason Why — Source | Via News | Via News