$NASDAQ(.IXIC)$
From a market perspective, it's crucial to note that much (in fact All) of the potential rate cut is already priced in. As such, any deviation from expectations or hawkish commentary could result in a negative market reaction.
However, I feel that the exuberance we're seeing in the markets is somewhat disconnected from the underlying fundamentals. Despite a strong economic backdrop, I believe there's still insufficient justification for the current levels of optimism. I am staying cautious, as the road ahead may not be as smooth as the market's current sentiment suggests.
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