Bond Macro Warns As Markets Feed On Strong Earnings, For Now…

from Digital Finance Analytics (DFA) Blog · host Martin North

Markets tend to be myopic, focussing on the latest shiny thing, like a magpie, and recently the latest US earnings season was in focus, with more than 90% of S&P 500 companies having reported results, overall first-quarter earnings jumped 29% from a year earlier; but now that is in the rear view mirror, investors are … Continue reading "Bond Macro Warns As Markets Feed On Strong Earnings, For Now…"

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This episode was published on May 23, 2026.

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