Sawgrass Market Musings
A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.
Sawgrass Market Musings
S&P 500 Rally Driven by Tech and AI
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Advisors Asset Management, Inc.
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Liridon Gila breaks down May's strong S&P 500 rally, driven by dominant Tech and AI-led gains despite narrow market breadth. He highlights key drivers - including earnings strength, geopolitics, and macro resilience - and outlines what to watch next, from Fed policy shifts to AI capex trends.