Here's Everything You Need To Know Today

Once again—enough companies are showing stronger-than-expected results to keep this rally going outside of the tech boom.

The efficiency transformation we’re seeing in this economy is working really well for companies that can pull it off while the market completely abandons firms that can’t raise the bar.

But somehow, those forces tip more toward the bullish side of the market despite widespread concerns about inflation and weakening growth. This week will be another big test for this rally as more retailers and food brands post earnings. These names have been more sensitive to inflation and slower consumer spending—so The Street is hoping for a few more critical beats to prove the rally.

So, let’s take a look at some of the more long-term trends reverberating across the market as we rush through the back half of Q1 and into the real test period for 2024.