About this episode

Michael Kantrowitz discusses the impact of interest rates on market dynamics and the disconnect between index strength and market breadth.

Interest rates are once again the market’s main character and while headline indices sit near all-time highs, the story underneath is far less comfortable. In this episode, Michael unpacks the growing disconnect between index-level strength and deteriorating market breadth, We dig into the regime shift that’s made rates matter more than growth, the reflexive cycle between yields, economic data, and equities, and why both the worst and best market moves tend to cluster around turning points in...

People in this episode

Host: Michael Kantrowitz

Topics covered

• interest rates
• market breadth
• economic data
• equities
• market moves
• regime shift

Keywords

• interest rates
• market breadth
• economic data
• equities
• market moves

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