Miner Company
Markets Are Behaving Like Schrödinger's Cat
The S&P 500 (SP500) reached all-time highs, driven by robust CY26 EPS growth estimates and liquidity from the Fed's expanding balance sheet. Rising energy prices, escalating geopolitical risks, and hot CPI/PPI prints have triggered inflation concerns and a sharp increase in long-term bond yields just this week.
The S&P 500 (SP500) reached all-time highs, driven by robust CY26 EPS growth estimates and liquidity from the Fed's expanding balance sheet. Rising energy prices, escalating geopolitical risks, and hot CPI/PPI prints have triggered inflation concerns and a sharp increase in long-term bond yields just this week.