PCE came as expected, market was hungry, so cheered the news

from 6 rate cuts late last year, to rising rates since Jan ...!

 20year auction was a disaster YD & so was the minutes, but the AI craze is keeping the market strong

while mortgage rates around 7% range

Nikkei makes a new high; crossing its last high made in mid-1989, Japan owned Rockefeller center & Pebble Beach in US; the property bubble got burst by end of 1989 & took 3 decades of disinflation to come out

UK & Japan in recession, US & India are the best place to be for the best economies in the World - while China is deflating ..!

higher than expectd CPI rocked the futures market

S&P cross 5000 .. what's next 5150?

SPX marching towards 5K, although the futures market has already passed that