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Pastimes : The Philosophical Porch -- Ignore unavailable to you. Want to Upgrade?

To: Real Man who wrote (26036)	6/7/2025 11:26:51 AM
From: Rarebird	Read Replies (1) \| Respond to of 26251

Any kind of rally in the bond market will be very short lived. As for economic weakness, tell that to the Atlanta Fed which has a current forecast of second quarter GDP of 4.5%. Just as interesting is that cyclical stocks are strongly outperforming defensives over the past month. That does not happen if a recession is here or coming short term. Data tends to be lagging. The AI affect on labor is beginning to take shape. IBM has recently laid off 8K workers and the reason they gave was AI. I see the opposite of your YouTube buddy. Small caps are beginning to outperform and that does not happen if a recession is imminent. And sentiment is very favorable here for the Bulls, with Institutions and most money managers bearish and playing catch up. Momentum can easily take SPX to $6500 and possibly $7000. The tax cuts in the big beautiful bill is very bullish for the stock market , along with deregulation. Moreover, Trump is not looking to rattle the bond and stock markets anymore. He is referring to XI as a "tough negotiator"and realizes raising tariffs back to triple digits is not going to get China too acquiesce. My take is that Trump is going to relax tariffs some more in regard to China and the stock market will continue to celebrate. Money managers care more about tariff rates than interest rates. We are in bubble territory and the bubble is about to expand further. I wouldn't be surprised to see SPX $7000.