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BullishHIGH severityRates & Fed20d ago

Why Wall Street Is Feeling So Bullish

Reported by New York Times Business · nytimes.com · August 4, 2026

Booming corporate profits are driving the S&P 500 near another record, dampening concerns about the war, inflation and more.

What the tape says

What to watch: Rate relief reduces cost of capital — typically bullish for leveraged businesses and housing.

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