This week’s Bespoke Report looks at the combination of data and central bank decisions this week that validate the equity bull market. But despite good news on the economic front and solid earnings, let alone any other risk vectors, it’s hard to not get the sinking feeling that optimism is running a bit too high for the time being. Even if we do see an equity market pullback, growth is solid, consumers are feeling increasingly optimistic, inflation is slowing, and supply chains have healed.

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