As we closed the books on another week, month and quarter, equities continued their journey higher, although today was subject to a bit of rangebound price action, suppressed volumes, and rotation dynamics. Despite the stutter step, the familiar narrative remains--- the path of least resistance is higher thanks to a marked improvement in breadth, strong fundamentals (demonstrated by solid earnings reports), seemingly ever-lasting AI optimism, and of course the perpetual expectations for a rate…
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