How regime dynamics, forward demand, and capital discipline are lifting the equity tape
Agreed... markets priced the trough. Backward stress met forward order visibility, quality spreads compressed, and capital stepped in (quite fast imo). XLI rallied because pessimism overshot fundamentals. Data lags like always.
Agreed... markets priced the trough. Backward stress met forward order visibility, quality spreads compressed, and capital stepped in (quite fast imo). XLI rallied because pessimism overshot fundamentals. Data lags like always.