Sean reviews key developments across the Energy, Technology, and Industrial sectors, provides an update on the performance and outlook for the Magnificent 7, and discusses how inflation trends continue to influence both markets and the economy. He also explores the potential for interest rate cuts and what those decisions could mean for investors moving forward.

Sean discusses performance across growth and value stocks, small-cap equities, REITs, and emerging markets, while also examining the impact of energy prices and the continued momentum in artificial intelligence and technology. He highlights the importance of diversification and disciplined portfolio rebalancing as investors navigate evolving market conditions.

Sean provides insights on market performance, inflation trends, interest rate expectations, and the key forces driving equity markets, including developments in the technology and energy sectors. He also discusses important risks and opportunities across asset classes and what investors should be watching in the months ahead.