Why Shares Soared Regardless of Scorching Inflation
Inflation is operating hotter than anticipated, with each CPI and PPI numbers coming in above estimates—so why did shares rally? Kenny dives into the logic (or lack thereof) driving investor sentiment, the position of reciprocal tariffs in commerce negotiations, and the most recent geopolitical shifts that might influence markets, together with potential peace talks in Europe. Plus, he takes a take a look at gold’s rally, bond actions, and key sectors to look at.
At present’s Recipe: Schiaffoni with Zucchini, Pancetta & Taleggio Cream
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