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Fear in freefall

No drop market

Downside volatility in SPX has "evaporated". This streak is getting extreme. We have not had a drop of 1.5% for the SPX in 94 days (BBG).

Source: Refinitiv

Sucking fear out of markets

Source: Refinitiv

Oil's textbook cross

Source: Refinitiv

New overbought king - oil

Source: Refinitiv

Oil not inflationary anymore?

Source: Refinitiv

Not only AI stocks booming. Their EPS too

Source: Soc Gen

Tech profits matter this time around

Source: TS Lombard

Bubble

Source: Goldman

Hated dollar

Source: Refinitiv