The yield curve is flattening though with the spread between the 5yr and 30yr becoming quite tiny. This is impossible to ignore. The weakness of the USD since Feb (past few days it has been rallying though) is another question mark given the expectation for future rate hikes on top of a strengthening economy.
I think people are starting to believe that we're at or near a cyclical top and the business cycle is starting to turn. I believe that the valuations given to stocks generally precede fundamental data to confirm this. Perhaps that's what were starting to see.
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