Episode Details

Stocks keep climbing—but the inflation data is refusing to cooperate.

In this episode of Market Pulse, we examine why the S&P 500 rallied despite another warning from services inflation, the part of the economy that matters most for the Federal Reserve’s final push toward price stability.

Is the market correctly pricing a resilient economy and eventual rate cuts—or looking past the risk that sticky inflation keeps interest rates higher for longer?

We break down the growing disconnect between equity optimism and the macro data, what the move means for Treasury yields and stock valuations, and why investors should be watching market breadth, credit conditions, and rate-sensitive sectors for signs of stress.

The rally may still have room to run. But with services inflation running hot, the margin for error is getting smaller—and the market may be more vulnerable than the headline index suggests.

Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.