Axios: “Strong earnings, easing oil prices drive Q2 stock rally” - DataTrek Research
30 Jun
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Axios: “Strong earnings, easing oil prices drive Q2 stock rally”

By datatrekresearch in IN THE NEWS Axios: “Strong earnings, easing oil prices drive Q2 stock rally”

Excerpt from Axios quoting DataTrek's Nick Colas:

.... "What we're watching: Concerns about an AI bubble continue to shadow tech stocks' momentum.

  • Big Tech companies have issued $150 billion in new debt so far this year, according to DataTrek Research.
  • The Nasdaq Composite slumped about 2.8% in June amid growing concerns about costs.

What they're saying: "We believe incrementally hawkish and uncertain Fed policy will be the overarching theme in 2H 2026," writes Nicholas Colas, co-founder of DataTrek.

"As the yield curve flattens, recession worries may emerge," but "the corporate bond market is not priced for that outcome"....

Full article here on Axios.

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