Here's an interesting market paradox: positive economic data often triggers sell-offs in equity markets. Why? Investors immediately assume good news means the central bank will accelerate rate hikes to combat potential inflation. This creates a counterintuitive dynamic where bulls become bears at the first hint of strength. The challenge is obvious—when solid fundamentals turn into justification for tighter monetary policy, risk appetite evaporates fast. Many believe we haven't seen a truly robust bull market in decades, partly because of this policy-induced volatility. Breaking free from this cycle requires either a shift in Fed expectations or a complete recalibration of how markets price inflation risk.