Joe Rennison

Joe Rennison, a financial markets reporter for The New York Times, dives into the paradox of a surging stock market amid economic turmoil. He explains how tariffs and a cooling labor market haven’t deterred investor optimism, linking market strength to AI enthusiasm and clarity in trade policies. Joe also touches on potential bubbles and emerging warnings like rising consumer loan defaults. With insights on how institutional pressures affect stability, he gives a nuanced view of what could lie ahead for investors.