Bull, Bear, & Brief

Markets Are Rallying… But Risks Are Building


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Markets are moving higher, but the bigger question is what’s happening beneath the surface.

In this episode of Bull, Bear, & Brief, we break down a strong week across equities and what is driving the rally, including easing geopolitical tensions and shifting expectations around interest rates.

But the story does not stop there.

We discuss why elevated oil prices could continue to pressure inflation, how that may impact consumers over the coming months, and why early signs of slowing growth are starting to show up in the data.

We also cover:
• What recent GDP revisions could signal about economic momentum
• Whether stagflation is becoming a real risk
• Why private credit is starting to draw more attention
• How AI is reshaping industries and where investors are getting exposure
• The growing importance of energy and infrastructure in the years ahead

As always, we focus on the data, not the noise, and what it could mean going forward.

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Bull, Bear, & BriefBy Transce3nd, LLC