Couverture de Macro & Volatility™ #31: Why "Higher Everything" Makes Sense

Macro & Volatility™ #31: Why "Higher Everything" Makes Sense

Macro & Volatility™ #31: Why "Higher Everything" Makes Sense

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  • Equity rally is broad, earnings-driven, and still not stretched
  • Markets can tolerate higher rates until speed becomes the risk
  • AI capex is creating a sustained, structural inflation floor
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