Fed Chair Powell is preaching patience as the Fed held interest rates last week, but individual investors have been leaning back into the stock market after a historical bout of pessimism. The tariff tantrum has reset the all-important CAPE Ratio, and while the fundamentals look a little better right now, the future of corporate profits is the $22 trillion question as trade negotiations continue. Plus, what to expect this week as new inflation reports and consumer sentiment readings are coming our way.

Resource links
https://www.spglobal.com/spdji/en/spiva/article/us-persistence-scorecard/
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11731294
https://www.investopedia.com/us-and-china-are-meeting-to-talk-trade-tariffs-this-weekend-heres-what-we-know-update-11731774
https://www.investopedia.com/terms/c/cape-ratio.asp
https://classic.foodandwine.com/
https://www.downtownjoshbrown.com/

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