In this episode, we unpack a flurry of data that lifted market sentiment and the risks that continue to sit beneath the surface. U.S. stocks rose on the back of strong jobs and earnings data, with 72% of S&P 500 companies beating expectations and nonfarm payrolls coming in ahead of forecast. But the outlook remains uncertain. President Trump’s mixed signals on trade deals, cautious corporate guidance, and weakening global demand continue to weigh on sentiment. We discuss what’s driving market optimism, where the cracks are showing, and why oil prices may be the surprising offset to tariff-driven inflation.

Get access to the graphs:  www.investsense.com.au/industry-articles/markets-balance-positive-signals-against-persistent-risks 

Join the InvestSense Community to receive weekly insights from our investment team: https://www.investsense.com.au/investsense-insights?utm_source=Podcast+&utm_medium=MarketSenseCheck