Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why the Bull Market Ignores Rising Rates
With the Fed Funds rate holding at 3.63 percent and Governor Barr hinting at potential hikes, traditional models suggest stocks should retrace sharply. Yet the S&P 500 remains near 7,634 points while the Dow dips slightly. We examine why equity valuations are decoupling from interest rate anxiety, focusing on how corporate earnings growth and nominal GDP expansion are overpowering the cost of capital narrative in late 2026.
#BullMarket #InterestRates #FedPolicy #StockValuation #CorporateEarnings #NominalGDP #InvestmentStrategy #MonetaryPolicy #SAndP500 #FinancialMarkets #EconomicOutlook…
The skinny
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