Summary

• This week’s market direction was defined by one thing: earnings, particularly from mega-cap technology and AI-linked companies.
• Geopolitics took a backseat early in the week but quickly re-emerged as a dominant market driver by Wednesday.
• On the macro front, the data painted a clear but complex picture: the economy remains resilient, but inflation pressures are not fading quickly enough to prompt immediate policy easing.

By Ryan J. Puplava

Earnings Fireworks

This week’s market direction was defined by one thing: earnings, particularly from mega-cap technology and AI-linked companies. The market entered the week already sitting near record highs, but leadership remained narrow and heavily

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