Up, up, and away we go… an early revise lower for CPI MoM spurred equities higher as the S&P opened above 5000 and closed at yet another all-time high. Earnings drove the bus this week with a number of outsized single stock moves and c80% of companies reporting a surprise beat according to Bloomberg. Consolidation is the name of the game as the Fab4 is the new M7, tearing past peers and driving indices from bottom left to top right. Amazon took the cake today, closing at a 52-week high and only…
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