If CPI comes in tame, the market has little resistance ahead until earnings season arrives with the only force strong enough to change the trend; Private credit is quietly rebounding fast now.

Once CPI prints on Thursday and it is in line or cooler than expected Then there is very little in the way of the market running for the next few weeks at the very least. All important catalysts will be out of the way. The market has, by all accounts, handled the storm very well …

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