Playing With Our Patience as the Rally Resets

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
spglobal.com/spdji/en/spiva/article/us-persist…
investopedia.com/what-to-expect-in-the-markets…
investopedia.com/us-and-china-are-meeting-to-t…
investopedia.com/terms/c/cape-ratio.asp
classic.foodandwine.com
downtownjoshbrown.com

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