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Environment Remains Supportive Despite Occasional Air Pockets
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Stocks reached new highs as markets lean on Fed easing, favorable inflation data, and solid earnings, while select sectors lead gains and only a few lag.
Despite a broadly supportive macro backdrop, markets are overbought and vulnerable to sharp corrections in assets with large "air pockets" such as gold and cryptocurrencies.
Key themes include below-consensus CPI, limited fresh U.S. data due to the government shutdown, resilient corporate earnings supported by AI investment, and ongoing risks from inflation and geopolitical/political events.
For a copy of this week's Doll's Deliberations click on the following link October 27 or go to www.crossmarkglobal.com for additional insight and investment solutions.
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