Stocks & Rate-Cut-Hopes Rebound As Tariff 'Flexibility' Trumps FedSpeak

What a difference a day makes...

According to Goldman Sachs trading desk, while yesterday quietest session of the year, today was the busiest. Market volumes explosive early, largely driven by OpEx + micro stories (NKE, FDX, BA, MU, LEN).

Comments from Fed's Goolsbee, who called out "strength in hard econ data"