According to The Kobeissi Letter, US household equity wealth is projected to decline by $3 trillion this quarter, marking the largest decrease since the 2022 bear market, as estimated by BofA. This significant drop contrasts with the $9 trillion increase in equity holdings observed in 2024, which set a record at $56 trillion. This shift may influence trading strategies focusing on US equities, as market participants adjust to these changes in household wealth dynamics.

According to The Kobeissi Letter, US household equity wealth is projected to fall by $3 trillion this quarter, marking the largest decline since the 2022 bear market. This downturn contrasts sharply with the $9 trillion increase in equity holdings in 2024, which peaked at $56 trillion. This significant drop could impact investor sentiment and market dynamics, affecting trading strategies and portfolio adjustments.