Health care and defensive growth trade

Markets push higher despite oil shocks and geopolitical uncertainty, as investors focus on forward earnings and strong tech driven growth. Plus, AI continues to expand across sectors, driving expectations for margin gains and productivity. Later, inflation risks and supply disruptions remain in focus, with potential impacts on earnings and consumer demand still unfolding.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.