Markets, oil and AI drive outlook as risks and momentum build 4/30/26

Markets are balancing rising inflation risks and geopolitical uncertainty with continued strength in AI driven tech and semiconductor demand. Plus, earnings and capital spending trends continue to support momentum across key sectors. Later, Fed divisions, higher energy prices and global instability add complexity to the outlook and keep volatility in focus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.