Everything in Markets Is Now Moving Incredibly Fast

The overall market indices are surging while many individual stocks are doing badly. Rates are rising but the economy remains robust, alongside the AI capex trade, the war in Iran, persistent inflation, and the Federal Reserve's ongoing tightening cycle. Guest Luke Kawa, head of markets at Sherwood News, argues that the defining characteristic of this moment is the sheer speed of market moves and the pace of the news flow.