Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
Eric Criscuolo, NYSE Market Strategist, recaps a strong week as the S&P 500 pushed to new highs, led by mega-cap tech and semiconductor stocks tied to AI momentum. Geopolitical tensions remained contained, shifting focus to U.S.–China talks and trade implications. Inflation data skewed hotter on the producer side, driving a sharp repricing of Fed hike expectations alongside a leadership transition. Despite headline gains, market breadth weakened, with equal-weight indices and smaller caps lagging. Looking ahead, investors focus on Nvidia earnings, retail reports, and key economic data to assess whether the rally can broaden.
