The economy and the stock market do not always have to go hand in hand, as analysts point out when pointing out that, on occasion, the markets with the greatest macro threats can be the most resistant, as is currently the case with “the example world of stagflation”.
Macro data assesses the current health of the economy, or in some cases that of previous months, while markets price expectations. But these differences are not the only ones that can explain a very unequal behavior of the evolution