Nothing is better than being asked to share my vies on the Fed after a big meeting - what an honor! Maria give me a chance to get my ideas out there even when it's not in consensus with the mainstream narrative.
The bottom line: I love the Fed's position. They want to see hard data and not just bearish sentiment polls. They are clear employment is front and center.
As for earnings, 85% of firms have reported as of this interview and I was SHOCKED that we had so many CEOs give forward earnings - I even admitted I was wrong a month ago when I suggested very little forward earnings were expected - so nice to be wrong! Let's just see if we can get a few trade deals - there is nothing this bullish snapback from Liberation Day need more.