The market remains in a cautious recovery phase as investors weigh the resilience of technology earnings against the persistent drag of inflation and monetary policy expectations that surpass future monetary goals.

Beyond quarterly numbers, the market is increasingly sensitive to macro footing—especially labor, inflation, and policy signals. Investors are favoring companies with visible cash flow visibility.

Technology earnings against the persistent drag of inflation and monetary policy expectations that surpass future monetary goals the market remains in a cautious recovery phase as investors weigh the resilience.