Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
Summer re-runs are popular on TV, but a repeat of last August's "yen-carry" market upheaval isn't likely on the schedule. A shift in positioning by investors is one reason.
There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.
Longtime market technician Helene Meisler joins Liz Ann Sonders to explore market trends, sentiment, and volatility, offering insights on the evolving investing landscape.
Find Market Commentary content
The Markets Shrug at Geopolitics, for Now
What's Going On…With Inflation
Supply Chain Messages About the Trade War
'Muddiness' & Uncertainty in the Markets (With Cameron Dawson)
"Yen-Carry" Anniversary Nears, but Worries Fade
How Will Tariffs & Debt Affect the Economy?
Why Does Sentiment Not Match Hard Data?
No Hard Feelings: Soft vs. Hard Divide Persists
Navigating the 'Funky' Market Environment (With Helene Meisler)