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- New Highs, Old QuestionsMarkets climbed to fresh records on Iran ceasefire hopes.
- Rising Costs, Rising MarketsMarkets kept climbing despite stubborn inflation. Two voices make the case that AI may a long-term antidote.
- Sticky SituationInflation came in hot, the Fed looks stuck on hold, and midterm election season is approaching.
- Earnings Season DeliversMarkets rallied on blockbuster Q1 earnings, a strong jobs report, and an AI spending boom that shows no signs of slowing.
- The Pause HoldsDespite energy and Fed headlines, markets closed April with the S&P 500’s best monthly performance since November 2020.
- Looking Past HeadlinesMixed performance featured encouraging earnings and strong retail sales that masked the inflation story.
