Global Markets with John Blank podcast

What is the "Great Rotation"?

26.2.2026

Global Markets with John Blank

0:00

8:54

U.S. stock markets have been shifting, meaningfully.

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A helpful insight: Zacks "Fair Value for the S&P500 is 7,064.
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What Happened to the U.S. Economy, after so much Policy Uncertainty?
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U.S. Policy Uncertainty has been very high -- for over a full year.
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The Iran Conflict Oil Price Shock is on everyone's minds.
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Beyond driving up GDP growth, what does this spending achieve?
What is the "Great Rotation"?
26.2.2026
8:54
U.S. stock markets have been shifting, meaningfully.
What Does "Work-From-Home" Data Say About the U.S. economy?
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It says the labor market is cooling, at the least.
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The Decision-Maker's See a Rotation from Growth to Value.
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This is a trillion-dollar question, not a million-dollar question.
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It is Halloween. Should you be frightened, or not, by this rally?

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