Jun. 26 at 2:28 PM
$QQQ$SPY$IWM$IVV$DIA
$SOXX$SMH$SOXL$XSD$PSI$FTXL $ES_F $NQ_F $YM_F Bullish Tilt Emerging This Morning ✅Quick Market Snapshot (~9:20 AM):🟢 Positive Bullish Tilt Emerging This Morning ✅Quick Market Snapshot (~9:20 AM):🟢 Positive Catalyst:University of Michigan Consumer Sentiment Final (June) beat expectations:Headline: 49.5 (vs 48.9 exp, 44.8 prev)Consumer Expectations: 50.7 (strong beat)5-Year Inflation Expectations cooled to 3.3% (vs 3.4% exp)
Consumers are feeling meaningfully better and long-term inflation fears are easing — supportive for a soft-landing narrative.
Current Market:Nasdaq: ~25,300 (-58)
SPY / QQQ modestly. Breadth
$ADQD and
$TRIN leaning neutral-to-bullish
$VIX stable ~19.2Verdict: The Michigan data is a clear bullish surprise. Lower inflation expectations + better sentiment outweigh the soft price action so far. The fundamental backdrop just improved.
