Friday, May 15, 2026

The Surging Stock Market

Party time for stock markets cannot last for ever
https://www.ft.com/content/87c5ebda-a18e-4eeb-8298-d13bdacf4d50
Investor mood is shifting to outright red-hot exuberance.
 
The Stock Market’s Winning Streak Is About to Be Tested
https://www.nytimes.com/2026/05/15/business/stocks-bonds-interest-rates-inflation.html
Despite accelerating inflation and possible interest rate increases, the S&P 500 has posted a long weekly winning streak, driven by strong corporate earnings. Can it last?


War, inflation and Trump’s tariffs have shaken the US. Why does the stock market keep going up?
https://www.theguardian.com/business/ng-interactive/2026/may/14/us-stock-market-war-inflation-tariffs-trump
Wall Street has proved incredibly resilient to instability, and while consumer confidence has dipped, shares have soared. 

Why It’s So Hard to Spot a Stock-Market Bubble
https://www.wsj.com/finance/stocks/why-its-so-hard-to-spot-a-stock-market-bubble-63f40a1c
A sudden surge in share prices makes us all think we know what’s coming next.

Why Stocks Keep Going Up
https://www.theatlantic.com/economy/2026/05/stock-market-iran-war-bullish/687041/
The boom is not as untethered from reality as it may look. 

Markets are banking on the ‘Bliss trade’
https://www.ft.com/content/60f60089-9486-481c-859c-f29b8ccbbd90
A belief in resilience underwritten by big lasting state support is keeping stocks high.