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#349 Topics

• Market rebound & performance trends (02:00) – Strong April/May gains across S&P 500, Nasdaq, and small caps; rapid V-shaped recovery after ~10% drop

• Earnings as primary catalyst (04:00) – Q1 earnings significantly beat expectations, driving market strength

• Shift back to fundamentals (06:30) – Focus moving to long-term earnings outlook over geopolitical concerns

• Seasonality & historical patterns (08:00) – Strong April performance historically signals positive full-year returns

• Rising interest rate environment (11:00) – Potential long-term shift away from decades of falling rates

• Inflation & bond market signals (12:30–13:00) – Persistent inflation expectations reflected in bond yields and TIPS performance

• Bond risk & portfolio implications (14:00–15:00) – Bonds not inherently “safe”; challenges to traditional allocation strategies

• Federal Reserve policy outlook (19:00–21:30) – Shift toward more hawkish stance; fewer/slower rate cuts expected

• U.S. debt & fiscal concerns (22:00–23:00) – Debt surpassing 100% of GDP; potential inflationary risks

• Tech sector valuations & comparisons (25:00–29:30) – Strong fundamentals vs. dot-com era; emphasis on disciplined, long-term investing

Show Notes:

Post on X from Ryan Detrick on 4.30.26 - https://x.com/ryandetrick/status/2049866359559872599?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Post on X from Thierry Borgeat on 4.27.26 - https://x.com/ThierryBorgeat/status/2048836500557554097?s=20

Post on X from Steve Deppe on 4.28.26 - https://x.com/sjd10304/status/2049169078934204831?s=12&t=Godkt5FzuqWcmpmvo2G5Jg

Hosts:

Mark McEvily - Chief Investment Officer and Managing Partner

Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner

Address: 35 Park Ave. Dayton, OH 45419

Phone: 937-938-9105 https://www.jessupwealthmanagement.com/

Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth

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