The Historic Rally Continues
With the markets at all-time highs and earnings rising in tandem, we’ll look at why and how the narrative changed so drastically over the last 6 months. Plus, we’ll discuss recession risks being taken off the table with commercial real estate rebounding and the Fed having lots of room to make cuts.
Key Takeaways
[00:17] - One of the greatest 19-week rallies ever [02:12] - The recession narrative has changed over the last 6 months [06:27] - Earnings growth of the S&P 500 [12:30] - Rebounding CRE prices and more positive economic signs [18:10] - More troubles for the airline industry
Links
Detrick: We're in the middle of one of the greatest 19-week rallies ever Inverted yield curve no longer reliable recession flag, strategists say Roche: Inflation is still in a downtrend APOLLO: commercial real estate prices are starting to recover Scary moments on recent Boeing flight Statistical summary of commercial jet airplane accidents
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