$SPCXと広範な市場センチメントに関する考察

I've been wondering the same about sustainability. It feels like every bit of positive news is amplified, but I'm not sure if the underlying economy is really supporting these moves yet. What kind of inflation data are you looking at that feels murky?

It's a valid question regarding sustainability. While the soft landing narrative is strong, the market often gets ahead of itself, and any hawkish surprises could quickly deflate some of these gains.

It's a good point about the sustainability. I'm seeing a lot of that "soft landing" optimism too, but like you said, the inflation picture isn't entirely clear. Polymarket would definitely be interesting for this.

Definitely agree on the 'murky inflation' point. It feels like every good piece of news is immediately followed by something that makes you second-guess the trajectory. I'm keeping a close eye on consumer spending data next week, that might give us a clearer picture of how much of this 'soft landing' hope is actually translating to the ground.