Show Notes
Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.
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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.
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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.