YARDENI: “.. In our #Roaring20s scenario, the $DJIA could increase 50% through the end of the decade to 60,000 in 2030. The S&P 500 should also increase 50%, to 8000, in this scenario.” - @yardeni $SPX 🇺🇸 pic.twitter.com/sPNKjEidbb

JPM DESK: “.. US markets seem to be expressing a view that (re)inflationary trend of 24Q1 has halted, if not reversed, with #CPI coming in a touch cooler, largely doing so without a material decline in shelter prices.” $SPX 🇺🇸 pic.twitter.com/kOaEut9hZh

April Leading Economic Index from @ConferenceBoard -0.6% month/month vs. -0.3% est. & -0.3% prior … confirms that February’s jump looked like a one-off (for now) pic.twitter.com/EPfSIzDaXX

Entering the year, the bond market was pricing in 6-7 Fed rate cuts in 2024. Today: just 1-2 rate cuts. Video: www.youtube.com/watch?v=qNj72ts8Z-M&t=521s pic.twitter.com/TWrmbOx1KZ