The markets continue to reward those with pricing power, strong balance sheets, and the ability/willingness to invest in innovation, notes Stephen Lee. He discusses big picture trends driving current market performance. He talks about how the actions taken to mitigate Covid allowed the consumer to enter the year with strong balance sheets and pent-up demand. He highlights that A.I. may bring productivity to the service sector. He then examines the role of demographics in the U.S. housing sector. He outlines factors that could influence inflation in 2024. Tune in to find out more about the stock market today.