EPISODE · Feb 17, 2026 · 38 MIN
Are Markets Calm — or Just Waiting for the Next Shock?
from The Financial Exchange Show · host The Financial Exchange Network
Mike Armstrong and Marc Fandetti examine a market that looks flat on the surface but has experienced significant sector rotation and investor anxiety underneath. The conversation explores renewed AI disruption fears, productivity gains, and whether Federal Reserve policy is heading into risky territory. Later, the hosts discuss corporate price increases, rent control proposals in Massachusetts, and new federal efforts aimed at addressing the nation’s housing shortage.
What this episode covers
Mike Armstrong and Marc Fandetti examine a market that looks flat on the surface but has experienced significant sector rotation and investor anxiety underneath. The conversation explores renewed AI disruption fears, productivity gains, and whether Federal Reserve policy is heading into risky territory. Later, the hosts discuss corporate price increases, rent control proposals in Massachusetts, and new federal efforts aimed at addressing the nation’s housing shortage.
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Are Markets Calm — or Just Waiting for the Next Shock?
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