Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Bull Markets Ignore Inflation Squeeze
We explore how the current bull market is being sustained not by strong GDP growth, but by a specific structural shift in corporate balance sheets and liquidity preferences. With real GDP growth slowing to two point two percent annualized as of April first, we look at why momentum stocks like Palantir and Shopify are rallying while small caps lag. We analyze the role of tokenization and prediction markets in trapping capital, and discuss whether this divergence between nominal GDP and equity performance signals a deeper market fragility or a new regime of resilience.
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