one thing about the rest of world is they have bounced back

some even more so than the domestic markets through earnings

cautious optimism in some respects, aside from china-us relations

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pending foreign relations where the us is actually most vulnerable

move deals a test of resistance and starts repositioning

some uncertainty removed, but a lot still remains medium term

additional range from carry and yield considerations with high vol

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ongoing conditionals and earnings, possible retests below

big push, just saw vol reacting after failing resistance

might not get that extra dip op as darks went big

energy is not as enthusiastic here yield are

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this week shows supportive action without dipping

vol is rather balanced, though the tilt here is for lower

indexes meanwhile are more sensitive to event risk

buttressed by a backdrop of earnings, nfp, fomc

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moderate risk on, though dips might still lie ahead

action may be sufficient for a revisit or LL, depends on EOM

only a few days to test and paint things a different color

this does not rule out a tech led dippish behavior still

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EOM TBD the extent with Consumer, GDP into NFP

strange for nvda since the crucial dip has not arrived

ironic that short term optimism can prevent longer term

possible targets into no man's land possibly pre 2024 pricing

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nasdaq is pending earnings mixed in with possible weakness

hope floats onward with anticipation, and without concrete follow through

the next hour would seal the month and that signal closing with possibility

that vol fade has since branched and revived flagging away from stability

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still full of uncertainty with some fully fledged optimism awaiting confirmation

as an experiment, have been following the counter trend reaction

with FOMC front run and solid data as a lagging indicator

would be TBD on rates and any tariff expectations

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sidelines is still an option here into uncertainty

high risk early entry pre FOMC with a developed pattern

rising wedge with initial high volume into lower tapering

also somewhat rough measured move assuming symmetry

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sidelines best in FOMC anticipation but some pessimism observed

bit of delayed response, but post fomc we are certain about uncertainty

if that makes sense, darks in it, vol is playing nice and carries as well

this is even without the encouragement of lower yields so be it

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seems like the sell in may mantra will still have to prove itself