Treasury Yields Are Spiking, Debt Is Above 100% Of GDP: YetThe Markets Keep Rising

Q1 S&P 500 blended earnings growth is running at 27.7%, potentially the strongest quarterly growth rate since Q4 2021. The article argues that earnings growth is the primary driver behind the market's continued advance. This is broadly supportive for equities and suggests fundamentals remain a key tailwind.

Analysis

Q1 S&P 500 blended earnings growth is running at 27.7%, potentially the strongest quarterly growth rate since Q4 2021. The article argues that earnings growth is the primary driver behind the market's continued advance. This is broadly supportive for equities and suggests fundamentals remain a key tailwind.