Thursday's market wrap tells an interesting story: traders are betting the Fed's not about to crush this rally. The mood? Surprisingly optimistic. Investors seem convinced that rate policy won't choke off economic momentum or put a cap on equity gains. Market sentiment is riding on the belief that monetary tightening has peaked, leaving room for both corporate earnings and asset prices to run. It's that rare moment when Wall Street thinks the central bank might actually thread the needle—keeping inflation in check without triggering a hard landing. Whether that confidence holds up is the real question, but for now, risk appetite is back in full swing.