Closing Bell Closing Bell: The Resilient Rally 10/28/25
Oct 28, 2025
Adam Parker, a CNBC contributor and equity strategist at Trivariate Research, explores the dynamics of the AI-powered market rally and shares insights from a recent risk dinner, revealing institutional investors’ optimism. Meanwhile, Oz Pearlman, a professional mentalist and author, entertains with mind-reading tricks and discusses techniques from his book, 'Read Your Mind.' The conversation delves into market sentiment, potential risks, and fiscal tailwinds driving the rally, all while maintaining a light-hearted atmosphere through Pearlman's unique talents.
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AI And Fed Are Driving The Rally
- AI optimism and Fed easing are the twin pillars driving the current rally in stocks.
- Institutional investors struggle to find near-term negatives despite traditional worries about jobs or geopolitics.
Fiscal Tailwinds Reinforce Market Momentum
- A supportive fiscal backdrop and benign inflation add tailwinds that reinforce market enthusiasm.
- These forces make it hard for liquidity concerns or temporary AI scares to derail the rally through year-end.
Investors Are Guarded But Still Allocating
- Many investors remain mentally guarded and speak of bubble risks even while allocating to the market.
- That wall of worry can persist while fundamentals and profits keep surprising to the upside.
