Record U.S. Stocks: Disconnect Or Not?
Source: SeekingAlpha
2026-05-11 16:05:00 ET
Transcript
U.S. equities are hitting new highs even as the Strait of Hormuz remains effectively closed, deepening supply chain disruptions. We think markets are pricing in both an AI-driven earnings boost and the impact of those disruptions - not signaling a disconnect....
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Record U.S. Stocks: Disconnect Or Not?
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