By Jamie McGeever

ORLANDO, Florida (Reuters) -TRADING DAY

Making sense of the forces driving global markets

By Jamie McGeever, Markets Columnist

Wall Street rose to new highs on Monday, lifting global stocks to fresh peaks in the process as investors cheered the latest multi-billion-dollar agreement – one of the biggest – in the booming U.S. tech and artificial intelligence space.

More on that below. In my column today I look at how, by some measures, U.S. pension funds and households hold record amounts of equities. This is good news right now as stocks continue to outperform bonds. But can it last?

If you have more time to read, here are a few articles I recommend to help you make sense of what happened in markets today.

Today’s Key Market Moves

Today’s Talking Points:

* U.S. im

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