I think it's going to last for another few months most likely is the base case scenario. Many identify what's happening in AI as a bubble, but that doesn't necessarily mean bearish. The best way to make money is to ride the bubble until it bursts. Momentum is strong now, and earnings expected to be good in the coming months. A bubble that might sustain well until next year.

Not dovish at all, but also not hawkish. No fresh data, unlikely strong guidance either way. Market pricing in a cut today and again in December. This Fed meeting likely to be boring since no new guidance. Risk he sounds slightly less dovish than priced in, but market is determined to get more cuts until concrete evidence otherwise.