So...we've been on our good news bears train for a bit now; but with recent economic data released along with us all surviving the first Fed week of 2024, we may find ourselves back in a situation where good news is bad news. With numbers coming in strong, this leaves the Fed more room to be hawkish (which is what I meant at the 30min mark when I misspoke), meaning tightness around financial markets. Also happy almost S&P 5k.

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