: S&P 500 companies are on track for their sixth consecutive quarter of double-digit earnings growth, with first-quarter projections reaching approximately 13.2% year-over-year.

: Bearish sentiment has dropped from over 50% in early April to approximately 34% as investors regain confidence in economic resilience. The Bear Case: Risks to Consider

: The ongoing Middle East conflict and tensions in the Strait of Hormuz have kept oil prices elevated near $100 per barrel, fueling inflation fears.