...so much for all the FUD peddled by leftist lunes and legacy media.

"It seems we may have reached peak policy uncertainty"

...big-tech and bitcoin traders are dancing around the Maypole today...

...nothing to see here, move along!

“Perhaps we are past peak uncertainty”

...but the comeback from the 'Liberation Day' lows is one of the greatest in stock market history...

"With the uncertainty created by the tariffs we need to start pricing at least a probability of a US recession"

...and the dollar took a beating.

“Ultimately, it seems that we’re moving towards a place where these policies start to make a little more sense,”

...take your pick!

"We are currently in tariff purgatory"

"...the parade of CEOs through the White House explaining the micro economic implications of policy to their respective business seems to be yielding exceptions/delays (autos?)..."

“You’re just seeing conflicting statements and noise coming from the US. It’s impossible to trade."

Good cop Trump vs bad cop Bessent...

"The tuning down of the rhetoric on China is clearly a relief"

"The press runs away with things... never did..."

"We don’t expect a rush back into the market from abroad” 

... a classic China-dumping day

"If the credibility of the Fed is called into question, it could severely erode confidence in the dollar."

"Nobody" has captured the Equities rally off the lows.. .because risk-management is capping the full upside rally potential,