Markets rally, earnings strength, and risk appetite returns 4/16/26

Markets climb to record highs despite geopolitical tensions and rising oil prices, as investors lean into earnings resilience and global growth signals. Plus, FOMO and renewed risk appetite push equities higher, with cyclicals and financials leading the charge. Later, elevated expectations, AI driven productivity and potential growth risks remain key factors shaping the market outlook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.