Markets stage a rapid recovery alongside a massive move in oil. Keith Lerner of Truist explains the market’s lightning fast rebound and what it says about momentum and positioning. Charles Bobrinskoy of Ariel Investments adds a note of caution, arguing stocks are getting more fully valued even as opportunities remain beneath the surface. Jason Gableman of TD Cowen analyzes oil and energy stocks and where the trade goes next. Priya Misra of JPMorgan Asset Management breaks down moves in yields and what they signal for investors. Will Power of Baird discusses what drove Microsoft’s best week in 10 years.

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So, what is next for this record setting rally? We discuss with Partners Group’s Anastasia Amoroso. Plus, airline analysts are cutting their forecasts ahead of a busy week of earnings for the sector. We discuss with top analyst Savanthi Syth from Raymond James. And, Capital Wealth Planning’s Kevin Simpson breaks down his latest trades.

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Markets push to fresh record highs as earnings take center stage and investors lean into momentum. Liz Ann Sonders of Charles Schwab explains what’s driving the rally and whether markets can continue climbing from here. Netflix headlines earnings. Mark Mahaney of Evercore reacts and outlines what it means for growth, margins and the streaming landscape. Alcoa adds another key signal. Our Morgan Brennan covers the results and has an exclusive interview with CEO Bill Oplinger to discuss demand trends and what they reveal about the broader economy. Darrell Cronk of Wells Fargo assesses whether earnings can push stocks even higher and what investors should watch next. Our Phil LeBeau reports on a potential jet fuel shortage and what it could mean for airlines and travel demand.

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