AI momentum, oil shocks, and markets look through volatility 4/14/26
Episode 43 min 56s

AI momentum, oil shocks, and markets look through volatility 4/14/26

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.

Community discussion