Is Economic Growth Strong Enough to Keep This Bull Market Going?

Today at 1:30 p.m. ET: An Alpha-only webinar on the two forces that could determine whether the next market selloff is a buying opportunity or a more serious warning.


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AI May Be Driving the Headlines. Growth and Inflation Will Help Determine What Happens Next.

AI financing concerns, geopolitical tensions and higher interest rates are all testing investors' confidence. But none of those risks exists in isolation. The resilience of the economy, and whether inflation gives the Fed room to respond, will help determine how well stocks withstand the next bout of volatility.

Economic growth has been an important support for this bull market, including outside the technology sector. The question now is whether that support is holding up, and whether inflation could force the Fed to keep policy tighter than investors expect.

What We're Examining in Today's Webinar

1

The latest key economic growth metrics and what they suggest about the durability of the expansion.

2

How restrictive Fed policy really is, and whether higher rates are starting to weigh more heavily on activity.

3

Inflation beneath the headline number, including inflation diffusion and why the breadth of price increases matters.

4

Inflation expectations and what could make them more concerning.

5

What could change the outlook for Fed rate hikes, and the implications for stocks and bonds.

Why This Matters Right Now

A pullback driven by AI valuations or financing fears is one thing. A selloff that arrives alongside weakening growth and renewed inflation pressure is a different challenge. Understanding that distinction can help advisors put market volatility into perspective instead of reacting to every headline.

That is why, in the webinar, we'll connect growth, inflation and Fed policy to the broader market outlook, explain which trends deserve attention, and provide a practical way to discuss those risks with clients.

What Alpha Subscribers Get Today

Join the live 30–45 minute webinar at 1:30 p.m. ET, with a deeper examination of the latest economic evidence and its implications for markets. Subscribers also receive the presentation slide deck and webinar recording afterward, useful resources for reviewing the analysis and discussing it with clients and prospects.

The full webinar goes beyond the summary above. It is designed to help subscribers understand the data, the competing risks, and what could change the outlook.


Subscribe to Alpha to access the live session. Webinar registration is available to subscribers.


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Coming Next: What Could Hold Up If the AI Bubble Bursts?

Our next thematic Alpha issue will revisit the last major technology bubble burst and examine which sectors and investment factors held up comparatively well as the dot-com boom unwound.

The analysis focuses on the period from the dot-com market peak through September 10, 2001, to separate the bursting of the technology bubble from the profound market and economic shock that followed September 11.

Today's AI market is not a replay of 2000. Still, the historical comparison can help investors think through diversification and potential defensive opportunities. The full Alpha issue will examine the historical evidence and specific strategies and investment vehicles, without assuming the same outcome must occur again.


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Alpha helps turn timely research into useful conversations: addressing client concerns about inflation and the Fed, bringing differentiated investment themes to prospect meetings, and using webinar slides to move beyond a routine portfolio review.

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