Market Sentiment & Outlook - The market is considered far from myopic, indicating a forward-looking perspective [2] - Bullishness is expected to continue for the next two to three years, suggesting a long-term positive outlook [7] - Institutions are anticipated to catch up in the market, implying potential future investment and market movement [6][10] - There's an expectation that money is on the sidelines and will enter the market, chasing performance [12] Financial Sector Analysis - Financials are poised for another leg higher by the end of the year, indicating potential growth in the sector [3] - Citigroup (City) is highlighted as a turnaround story due to streamlining operations and talent acquisition, with a technical target of $110 by year-end [4][5] Economic Policy & Interest Rates - A potential interest rate cut of 0.25% is anticipated, possibly in September [14][15]