Melt-Up or Mirage? Markets Ignore Everything but Earnings episode artwork

EPISODE · May 8, 2026 · 18 MIN

Melt-Up or Mirage? Markets Ignore Everything but Earnings

from Merryn Talks Money · host Bloomberg

Markets are ripping higher on blockbuster earnings and AI euphoria—but on this week's markets wrap, hosts Merryn Somerset Webb and John Stepek aren’t buying the calm. From contrarian magazine covers to a looming of IPO supply, they ask whether this melt-up is masking the seeds of the next downturn.See omnystudio.com/listener for privacy information.

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Melt-Up or Mirage? Markets Ignore Everything but Earnings

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This episode is 18 minutes long.

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This episode was published on May 8, 2026.

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Markets are ripping higher on blockbuster earnings and AI euphoria—but on this week's markets wrap, hosts Merryn Somerset Webb and John Stepek aren’t buying the calm. From contrarian magazine covers to a looming of IPO supply, they ask whether this...

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