Wait for it, but we could be getting close to a period when good economic news stops being good for markets. This incredible run over the past three months that has seen the S&P 500 rise 14 of the past 15 weeks, a feat not repeated since the early 1970s. The initial rise was from an oversold market that started celebrating more evidence that inflation was coming down, opening the door for rate cuts this year. This changed from inflation optimism to optimism about U.S. economic strength. Unfortunately, strong economic growth does not jive with rate cuts nor with inflation making a speedy decline down to the magic 2% realm.

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