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Earnings revisions are quietly fueling the latest leg of the equity rally. With forward estimates climbing and breadth improving across sectors, markets are gaining strength—even as macro indicators remain mixed.
NASDAQ reversed lower after hitting big resistance, while SPX isn’t far from May levels—momentum is fading and the 50-day sits much lower. Meanwhile, gold is quietly coiling with upside potential if DXY weakens, and CTAs are eyeing oil as it breaks trend.
Sexy semis grinding higher inside the perfect trend channel, while Russell’s upside breakout shows the crowd’s still chasing laggards. Despite surface-level overbought signals, just 7% of SPX and 13% of NDX stocks are actually stretched—there may be more upside pain to come.
European equities are climbing steadily as economic data beats expectations, financial conditions ease, and rate cuts begin. Domestic investors are buying again, and Germany’s long-awaited policy momentum may be turning the tide after years of stagnation.