'Buy All The Things...' Except Oil: Buying Spree Spreads Ahead Of The Fed

Tl;dr: A combination of lower oil prices (diplomatic talks optimism), Tech/AI deals done (AVGO's big chip del and META's equity issue), and a jump in macro/sentiment (Dur Goods/Home Sales/Conf Board all beat) made for a silver lining day in markets ahead of MegaCap earnings (stocks up, credit tighter, bonds flat). Additionally, the dollar, gold, and bitcoin were also all higher on the day ahead of The Fed.

After a plethora of micro headlines over the past couple of weeks, today started the macro wave and everything surprised to the upside (durable goods orders, home sales, home prices, and most notably, consumer sentiment), lifting the US Macro Surprise Index to its highest since July...