The month’s relatively hawkish FOMC meeting was taken in stride by markets, suggesting increasing reliance on actual economic outcomes rather than monetary stimulus for future gains.

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While inflation remains and market divergences continue to mount, the “A.I.” narrative powers on.

As the gap between the “haves” and “have nots” widens, future promises like rate cuts or A.I. seem to be the market’s most valuable- and its most heavily mortgaged- asset.

With stocks full steam ahead and rates markets now expecting more cuts in 2024 than the Fed itself has suggested, the road ahead is becoming quite narrow for markets.