In this market briefing, The Sandman analyzes significant economic and market trends, highlighting the softening of wage growth, deceleration in consumer inflation expectations, and signs of a cooling housing market as potential indicators of an economic slowdown. He examines the stock market's shift from a focus on mega-cap tech to a more diversified rally, spotlighting the strong performances of small-cap stocks and the industrial sector. Additionally, he discusses the resilience of gold amid geopolitical tensions and the stabilization of oil prices, as well as the implications of recent movements in the 10-year Treasury yield on investor behavior and the broader financial market. 

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