Detrick: "Inflationary Growth" Market Bullish, AI Passing Baton to Cyclicals

Even as markets continue to linger near all-time highs, Ryan Detrick says he's surprised to see a lack of excitement among investors. He attributes the "dourness" to caution on inflation and jobs, though he expects a reversal of sentiment to occur once geopolitical uncertainty cools. Ryan adds that we're currently experiencing an "inflationary growth" environment and explains why it's not a bad thing for bulls. He tells investors to watch for a baton pass from AI to cyclical sectors. Even as markets continue to linger near all-time highs, Ryan Detrick says he's surprised to see a lack of excitement among investors. He attributes the "dourness" to caution on inflation and jobs, though he expects a reversal of sentiment to occur once geopolitical uncertainty cools. Ryan adds that we're currently experiencing an "inflationary growth" environment and explains why it's not a bad thing for bulls. He tells investors to watch for a baton pass from AI to cyclical sectors.