Miner Company
Record U.S. Stocks: Disconnect Or Not?
We see no disconnect between record U.S. equities and high oil and yields: Markets are pricing both AI-driven growth and the Middle East supply shock. U.S. equities hit record highs last week, while oil and yields stayed elevated - reinforcing our view that markets are differentiating the shock's impact.
We see no disconnect between record U.S. equities and high oil and yields: Markets are pricing both AI-driven growth and the Middle East supply shock. U.S. equities hit record highs last week, while oil and yields stayed elevated - reinforcing our view that markets are differentiating the shock's impact.