Why Markets Keep Rallying Despite Inflation and Higher Rates episode artwork

EPISODE · May 18, 2026 · 32 MIN

Why Markets Keep Rallying Despite Inflation and Higher Rates

from Kurv Your Enthusiasm

Higher oil. Sticky inflation. Rising yields. Yet markets keep rallying.In this episode of Kurv Your Enthusiasm, Howard Chan and Dominique Tersin discuss AI spending, inflation, U.S.-China policy, real assets, and why cash matters again.

Episode metadata supplied by the publisher feed · Published May 18, 2026

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Why Markets Keep Rallying Despite Inflation and Higher Rates

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