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But we saved everything 🙂.
Rolling bull market drives U.S. equities momentum, James E. Thorne notes
James E. Thorne, industry influencer, states that U.S. equities are experiencing a rolling bull market, highlighted by April’s V-shaped surge, rising earnings estimates, the ISM index back above 50, and a contained 10-year yield.
He attributes this momentum to an AI-driven capital expenditure super-cycle that is modernizing the U.S. with productive assets, and adds that previous analyst predictions were inaccurate. The Clarity Act is also noted as a forthcoming development.
Thorne has recently highlighted rising U.S.-centric energy and monetary dominance following tensions in Iran and Venezuela in a separate commentary. In March, he also cautioned that the U.S. jobs report overstated labor market strength, citing revised February data in his analysis. These prior observations provide additional context for his current views on equities and economic momentum.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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