Explaining the Underlying Shifts in the Stock Market

Alicia Fuller covers market reactions to recent economic data, including a bond rally. She argues that is due to the belief that rates have peaked now and will continue to move lower this year. She also covers the moves in the U.S. dollar, silver, and gold, and what they say about underlying market trends. Alicia thinks the S&P 500 can end the year higher, citing a “positive vibe” from markets.

The Watch List

17 Feb 2026

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