Economies worldwide have rebounded since the 2008 Financial Crisis, along with rising global equity and tightening credit markets. Even the rebound in earnings growth and profit margins has been remarkable. Yet, the U.S. economic growth hasn’t broken out as hoped, after significant global fiscal and monetary stimulus, including slashing interest rates. Unemployment remains high and volatility has been unnerving for investors. The key question is: What is holding us back and will it continue? We observe that sentiment has played an increasingly critical role in economic trends, trumping fundamentals.