About this episode

The episode discusses how resilient economic data is driving markets higher despite weak sentiment.

Four months into the year, markets have been anything but quiet. Headlines around oil prices, geopolitics, and inflation anxiety continue to dominate the narrative, but beneath the noise, the data tells a very different story. In this episode, we break down why resilient economic data is quietly driving markets higher. From surging PMI readings to improving earnings breadth across small, mid, and large caps, the conversation highlights a major shift underway; this is no longer just a mega-cap...

People in this episode

Host: Michael Kantrowitz

Topics covered

• market analysis
• economic data
• oil prices
• geopolitics
• inflation
• earnings breadth

Keywords

• markets
• economic data
• PMI readings
• oil prices
• inflation anxiety
• earnings breadth

Mentioned in this episode

Organizations: PMI, small caps, mid caps, large caps

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