Latest / The Financial Exchange Show
Why Investors Are Ignoring the Bad News
Markets are climbing even as consumers feel worse about the economy, oil prices remain volatile, and higher interest rates continue to pressure stocks, bonds, and households.
Mike Armstrong and Marc Fandetti break down why the stock market keeps pushing higher despite historically weak consumer sentiment and ongoing uncertainty around Iran, oil prices, and inflation. They also discuss whether consumer surveys still reflect reality, why the risk premium for holding stocks over bonds is disappearing, and how strong corporate earnings may be distorted by the rising value of private AI…
The skinny
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