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With rates still elevated and liquidity tight, index moves tend to track risk-on flows more than earnings. A 737 headline just nudges sentiment; real catalysts need clearer data on inflation, jobs, and the Fed’s next move.
Seen this before; headlines pump, then fade.
If earnings growth is actually slowing, how do we rebalance into quality names like MSFT or JPM without overpaying?
Feels like a classic late-cycle buffet: great menu, but rates still sticky and the kitchen’s not fully open. If the Fed stays cautious into summer, $AXP’s buffet might stretch, but I’m not betting on a full-service recovery yet.
Kinda excited, but I’m not buying the hype. If the numbers don’t back up the headlines, this could feel like another disappointment.
