AI growth, retail earnings and market resilience in focus 5/19/26

Markets remain supported by AI spending, resilient consumers and strong corporate earnings despite rising yields and energy prices. Plus, retailers, labor data and infrastructure demand continue shaping the economic outlook as investors watch inflation and Fed policy closely. And later, concerns around oil volatility, geopolitical tensions and the sustainability of AI driven growth keep markets on edge heading into the second half of the year.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.