By nearly any measure you cite, US equities are enjoying a stellar run. Despite numerous global risks, investor sentiment for American shares is resilient. The question, as always, is when is it timely to take some of the winnings and redeploy to other assets classes?

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* US average monthly residential power bill expected to rise 3% vs. year ago: EIA
* Nearly half of Americans struggling financially, poll reports
* Most AI stocks promoted as winners have fallen this year
* Swiss rate cut highlights divergence in monetary policy for major economies
* US home builder sentiment falls for second month, dipping to 6-month low:

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