E214 - Inside the Market Rally: Earnings, Inflation & Tariffs

This week’s market rally pushed the S&P 500 to a new all-time high, with strong earnings and moderating inflation helping drive momentum. In this episode, David Hollander breaks down the factors behind the rally, from positive economic data and falling PPI to solid corporate performance, even as tariffs remain a headwind. He also highlights key sectors to watch and what may lie ahead as we enter historically volatile months. 

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