It's not just 2025 optimism lifting the stock market

This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with: What we're watching What we're reading Economic data releases and earnings For all the talk of an AI bubble, of exorbitant valuations, and of investor exuberance, analysts are finding more reasons to be bullish, and not just for the next quarter. But the impacts of tariffs are still unfurling. And the Fed's latest easing came with additional risks and uncertainty. Central bankers ...