This week we discuss the global market rebound. U.S. equities just logged their strongest six-day run since March 2022, but is the optimism sustainable?
The episode covers:
- The tension between rising sentiment and softening fundamentals
- Mixed corporate earnings and cautious guidance
- Key data releases this week — from GDP to PMIs — that could challenge or support the current rally
- Why now is the time to stay focused on long-term strategic investing.
Get access to the graphs: www.investsense.com.au/industry-articles/amid-lingering-uncertainty-markets-rise-in-relief-ahead-of-important-data
Listen to the Captial Allocators Podcast Conversation on Geopolitical Uncertainty: https://podcasts.apple.com/au/podcast/geopolitical-uncertainty-james-aitken-louis-vincent/id1223764016?i=1000703433645
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