Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why The S&P 500 Hits Records On Weak Growth
The S&P 500 is trading near seven thousand six hundred ninety-seven points on September thirtieth two thousand twenty-six, yet real GDP growth has slowed to two point two percent. How can the market be this strong while the broader economy feels like it is stalling? Lucas and Luna break down the structural divergence between index performance and macro reality. They explore why liquidity conditions, anchored by a Fed Funds rate holding at three point eight eight percent, are allowing capital returns and momentum strategies to decouple from traditional earnings growth. This episode examines…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.