All-Time Highs, Rising Inflation, and No Rate Cuts? What Investors Need to Know

This week was a perfect example of how markets can feel chaotic while still quietly reaching new highs. Despite ongoing geopolitical tension, rising inflation, and uncertainty around interest rates, both the S&P 500 and NASDAQ hit intraday all-time highs—a powerful reminder that volatility doesn't just happen on the downside. In this solo episode, Hannah breaks down what's actually driving markets right now, why inflation is complicating the outlook for rate cuts, and—most importantly—how to stay grounded in your financial plan when the world feels uncertain. Why markets can hit all-time highs during global conflict The role of earnings in driving stock market performance How rising oil prices are pushing inflation back up Why the Fed may delay interest rate cuts The real impact of tariffs on businesses vs. consumers How to avoid fear-based financial decisions Why financial planning creates emotional and financial stability How tools like Monte Carlo analysis help you stay on track Connect with Hannah at [email protected] and online at https://x2wealthplanning.com Connect with Brad at [email protected] and online at https://www.juncturewealth.com