Recovery rotation continues; Fed now only two steps away from taper.

Consolidate and rotate – typical post-earnings pause; but inflation? Higher for longer. 

Lousy April jobs number will get repaired in coming months; consolidation and rotation in stocks continues.

Markets in tune with history; earnings season going very well.

Just more good news: great earnings, rebounding economy, lots of jobs.

Bull rally revved up and overbought; earnings revving up.