Ajay Rajadhyaksha

Exploring the disconnect between strong economy performance and volatile equity markets, influenced by rising bond yields and mega-cap stocks. Debate on optimistic S&P 500 earnings growth amidst low inflation and the role of AI in shaping future earnings. Analyzing the potential impact of rate hikes on the labor market and economy, with contrasting views on resilience versus vulnerabilities. Exploring the relationship between economic indicators and market reactions, including yield curve implications and misconceptions about Fed influence.