Inflation, Rate Hikes, Recession, and a Rippin’ Rally?

-Bad news is back to good?
-GDP declines… again!
-PCE flyin' high- inflation matters?
-Earnings are bifurcated!
-AAPL, AMZN, INTC, ROKU, PG, XOM
-mega market cap saves the day
-IV drops but realized vol still flying
-reality of the rally
-bears done or is this just the beginning?
-SKEW, I think it moved?
-VIX floor?

SPX Expected Move --
--last week -- 97.38 (expected move)
--next week-- 80.79 (expected move)

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