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Markets Near Highs… But Something Feels Off
Markets are hovering near all-time highs—but when you look beneath the surface, the story gets more complicated.
In this episode 60 of The Market Enthusiast, Noah Brooks and Chris Needs break down the growing disconnect between strong economic data and deeply negative consumer sentiment. While retail sales continue to surprise to the upside and earnings expectations move higher, sentiment readings suggest Americans feel worse than they did during COVID and the financial crisis.
So what gives?
The conversation explores whether this divergence signals a shift in market leadership, a temporary…
The skinny
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