Market topic · 2026-10-05
The Bull Market Will Keep Running: Here Is Why
The S&P (SPY) faces headwinds from inflation, interest rates, and increased equity supply, but strong earnings growth supports a bullish outlook. Historical rate-hike cycles show mixed market performance, with current moderate hikes providing the Fed some flexibility and not guaranteeing a bear market.
Market response
See tape and rates board for confirmation; treat headline as a catalyst until price confirms.
Why it matters
Second-order: map to Fed path, oil/inflation, AI hardware, or credit/breadth before sizing risk.
SPY
From the AlphaShot daily brief · 2026-10-05.