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May 8, 2025 S&P futures up 1%, extending Wednesday’s gains, which saw semis, entertainment, travel/leisure, multis, credit cards, banks, and builders lead. Overnight, Asian markets were modestly higher, and Europe opened up ~1%. Treasuries are weaker with 3–4 bp yield increases and a bear-flattening curve. The dollar index is up 0.4%, gold down 1.4%, Bitcoin […]