Macro & Volatility™ #31: Why "Higher Everything" Makes Sense

About this episode

The episode discusses the broad equity rally driven by earnings and the implications of higher rates and structural inflation.

Equity rally is broad, earnings-driven, and still not stretched Markets can tolerate higher rates until speed becomes the risk AI capex is creating a sustained, structural inflation floor

People in this episode

Hosts: Josh Silva, Michael Purves

Topics covered

• equity rally
• earnings
• higher rates
• structural inflation
• AI capex

Keywords

• equity rally
• earnings-driven
• higher rates
• structural inflation
• AI capex

Mentioned in this episode

Organizations: AI

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