From Morningstar:

Investors and market analysts James Gard and Michael Field discuss the recent market trends and potential factors impacting the financial markets. They touch upon the volatility and fickle nature of recent market rallies based on sentiments rather than fundamentals. They also discuss geopolitical risks and concerns about inflation. Additionally, they express their apprehension about the impact of high interest rates and inflation on consumer-facing companies.



Read more: Earnings, Falling Inflation and Unloved Companies