The second quarter delivered the strongest market performance in six years, but the headlines only tell part of the story. In this episode, we step back from the day-to-day market noise to explore the bigger trends that shaped the quarter and what they could mean for investors going forward. We discuss why the rally broadened beyond the largest technology stocks, how improving manufacturing data and stronger-than-expected corporate earnings fueled gains across the market, and why the next phase of the AI trade may look very different from the last. We also examine shifting Federal Reserve expectations, the outlook for inflation, and the key indicators we'll be watching as earnings season begins. If you want to understand what really drove markets this quarter and where the opportunities and risks may lie next, this episode provides the context behind the headlines.
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