X @Ansem

RT apewood (@apewoodx)growth? good (retail sales, manufacturing this morning, gdp revised up. jobless claims lower today suggesting bottom is in on the labor market weakness and recession mongers are again wrong). most importantly still a lot of spending on ai which has been the primary driver of the markets over the past year ish (while most want to focus on rate cuts, this has been the main piece)fiscal? yep still spendingmonetary? cutting and seems like the fed has basically no conviction on what they sh ...