Wars and energy shocks continue to disrupt supply chains. Inflation remains stubbornly elevated, keeping interest rates higher for longer and raising recession risks. Yet markets are climbing, powered by strong corporate earnings and the AI boom.
By every conventional measure, this should be a market in retreat. So why isn’t it?
Join Nasdaq Chief Economist Phil Mackintosh for an exclusive live webinar as he unpacks what’s really driving this divergence and the key signals investors should watch next.
