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November core PCE inflation due Friday is the only catalyst with enough weight to shift the current narrative.

Major US equity indices are overbought and due for a period of consolidation.

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Yesterday's updated Summary of Economic Projections clearly supports market expectations for a soft landing, especially when compared to the SEP from last December.

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The updated dot plot will likely attract the most attention when the Fed releases its Summary of Economic Projections today.

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The bond market is telling us that hawkish rhetoric should be ignored given the Fed's dual mandate of price stability and maximum employment.

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The SPX is technically overbought, positioning is no longer a tailwind and bullish sentiment is now elevated.

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Higher bond yields by themselves shouldn't create a near-term headwind for equity markets, but higher bond volatility would.

Labor market dad should become a bigger input for Fed policy expectations going forward.

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A dominant recession narrative is unlikely to have equity-friendly implications.

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