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Episode 182: Seven Straight Up Days For Stocks With Two Red Flags

Seven up days in a row for stocks can make the world feel suddenly calmer but the market rarely gives a single, clean signal. I walk through what’s powering the recent S&P 500 rebound, from ceasefire negotiations to better than feared inflation data and early Q1 earnings strength from major banks and household names.

Then I slow it down and ask the question serious investors have to ask: are other asset classes confirming the rally? We look at why elevated oil prices and higher Treasury yields can contradict a bullish stock move, and what that tension can mean for interest rates, consumer…

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