These New Areas are Driving the Market Higher
Mary Ellen explains why falling Treasury yields and reduced volatility are helping economically sensitive groups regain momentum after lagging earlier this year. She breaks down the rotation taking place beneath the surface, highlights the strong reaction in select retail, healthcare, banking, and airline stocks, and shares why Nvidia’s earnings have helped reinforce bullish sentiment even without a major move in the stock itself.
This episode originally premiered on May 22, 2026. New videos from Mary Ellen premiere weekly on Fridays. You can view all previously recorded episodes at this link.
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