What the stock market is understanding that the bond market is not - MarketWatch
1. S&P 500 poised for a potential melt-up as tail risks decrease. 2. Bond markets overly optimistic about upcoming Federal Reserve rate cuts. 3. Financial conditions are at their easiest level in three years. 4. Inflation expectations are rising as tariffs affect consumer prices. 5. Trump's policies may lead to higher interest rates, impacting S&P 500.