Show Notes
IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.
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Rising yields, inflation, AI spending, and earnings put markets to the test as investors increasingly focus on quality and profitability.
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ADP Chief Economist Nela Richardson joins the show to discuss wage growth, AI's impact on jobs, labor market trends, and inflation.
What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.
The S&P 500® sits near record highs, but weak market breadth, sticky inflation, and rising yields suggest a more complicated story beneath the surface.