Last week felt a bit “boring” despite some headlines on the future of the Fed, banks kicking off earnings season, and company after company associated with AI/Data Centers/High-End Chips having positive headlines. It might explain why the Dow and Russell 2000 did almost nothing, the S&P inched higher by 0.5%, and the Nasdaq 100 led the way – up over 1%. Despite the statements directed at the FOMC, 2-year bond yields moved less than 2 bps lower, while the 10-year moved less than 1 bp higher. Expect more Fed headlines, since as we wrote on Thursday, we should expect to ... Can We Just Skip to Next Week?