"The dollar and yields - not stocks - will hold the whip hand with indicating when further softening with US tariff policy is likely"
Goldman has CTAs modeled as buyers of US stocks in all scenarios over the next week and month
"History strongly suggests both the Nasdaq 100 and US large cap Tech sector should rally over the next 50 trading days, and by double digits."
"This earnings season isn’t about corporate results. It’s about tariffs"
The S&P 500 and Nasdaq jumped by the most since 2008 and 2001, respectively
"A market bottom signal based on extremes in breadth has activated"
"'No recession' bears are rare, with only three recorded in the past century (the last being in 2022)."
